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119-hr-8725119th CongressWALLET

Survivor Tax Filing Simplification Act

Sponsored By: Representative Burchett, Tim [R-TN-2]

Introduced

Summary

Survivor Tax Portal would create an online tool to help surviving spouses and duly-appointed estate executors prepare and file decedents' tax returns and surviving spouse joint returns. It would combine pre-filled forms, secure document upload, identity checks, and linkages to Social Security death records to cut paperwork and confusion.

Show full summary
  • Surviving spouses: Would get checklists, pre-populated forms, and status updates that make estate and joint tax filings easier. Treasury must also publish a one-page instructional guide that the Social Security Administration attaches to future Form SSA-1099s.
  • Estate executors: Would be able to securely upload legal documents and use portal features to assemble estate tax returns more quickly.
  • States: A new grant program would fund improvements in state death recordkeeping and reporting to the Social Security Administration to help the portal work better. Treasury will prioritize grants to states that boost portal efficiency.
  • Treasury and the Social Security Administration: Would set regulations and operational goals, with the portal to be established within 12 months and a target to resolve portal inquiries within 45 days.

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Bill Overview

Analyzed Economic Effects

1 provisions identified: 1 benefits, 0 costs, 0 mixed.

Tax help for surviving spouses

If enacted, Treasury would build an online "Survivor Tax Portal" within 12 months to help surviving spouses and estate executors prepare and file tax returns. The portal would provide clear guidance, checklists, pre-filled forms, status updates, secure document upload, and identity checks, and it would pull relevant death information from Social Security. Treasury would publish a one-page guide on the portal and on the IRS website within 12 months, and SSA would attach that guide to any SSA-1099 issued after publication. The bill would also set portal performance goals (including resolving portal inquiries within 45 days), authorize Treasury to write rules to run the portal, and create grants to help States improve death record reporting to support the portal.

Sponsors & CoSponsors

Sponsor

Burchett, Tim [R-TN-2]

TN • R

Cosponsors

There are no cosponsors for this bill.

Roll Call Votes

No roll call votes available for this bill.

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