Do I need to change my maiden name to my married name on my social
security card for us to file jointly?
You can still file Married Filing Jointly without changing your name with
the Social Security Administration. However, you do need to show your maiden
name on the tax return instead of your married name.
1.14 IRS Procedures: Signing the Return
My husband passed away last year, and I will be filing a joint return.
Are any special return notations required to indicate my husband is deceased?
If you are a surviving spouse filing a joint return and no personal representative
has been appointed, you should sign the return and write in the signature
area, "filing as surviving spouse." The final return should have
the word "Deceased," the decedent's name, and the date
of death written across the top of the return. For additional information,
refer to Tax Topic 356, Decedents.
14.1 Electronic Filing (e-file) and TeleFile: Age/Name/SSN Rejects, Errors, Correction Procedures
We will be filing a joint tax return. Can we file our return electronically?
Yes. Filing your return electronically is faster, safer, and more accurate
than mailing your tax return because it is transmitted over telephone lines
directly to an IRS computer. Refer to Tax Topic 252, Electronic
Filing, for more information.