Survivor Tax Filing Simplification Act

This bill would require the Treasury Department, working with the Social Security Administration, to create an online "Survivor Tax Portal" within 12 months. The portal would help surviving spouses and estate executors prepare and file estate tax returns, joint returns for a deceased spouse, and surviving spouse returns, using checklists, pre-filled forms, secure document uploads, and Social Security death records. The IRS would publish a one-page guide to the portal, and Social Security would attach it to benefit statements (Form SSA-1099). The bill would also set performance goals, including resolving portal inquiries within 45 days, and create a grant program to help states keep and report death records to Social Security.

Full text and official record on Congress.gov

Sponsors

• Tim Burchett Republican sponsor
• 0 cosponsors