Survivor Tax Filing Simplification Act
Sponsored By: Representative Burchett, Tim [R-TN-2]
Introduced
Summary
Creates a Survivor Tax Portal to help surviving spouses and estate executors prepare and file tax returns. It would also fund state improvements in death reporting so the portal can use accurate records.
Your PRIA Score
Personalized for You
How does this bill affect your finances?
Sign up for a PRIA Policy Scan to see your personalized alignment score for this bill and every other piece of legislation we track. We analyze your financial profile against policy provisions to show you exactly what matters to your wallet.
Bill Overview
Analyzed Economic Effects
2 provisions identified: 2 benefits, 0 costs, 0 mixed.
Survivor Tax Filing Portal
If enacted, the Treasury would create an online Survivor Tax Portal within 12 months to help surviving spouses and duly-appointed executors prepare and file tax returns. The Portal would provide checklists, pre-filled forms, and status updates for estate tax returns, joint returns under section 6013(a)(3), and returns filed by surviving spouses. It would allow secure upload of legal documents, use Social Security death records, and include identity verification and confidentiality safeguards. The Treasury would publish and annually update a one-page user guide on the Portal and IRS website within 12 months, the SSA would attach that guide to any Form SSA-1099 issued afterward, and the Treasury would set performance goals including resolving Portal inquiries within 45 days.
Grants to Improve State Death Reporting
If enacted, the Treasury would establish a grant program within 12 months to help States improve recordkeeping and reporting of death information to the Social Security Administration. Treasury and the SSA Commissioner would prioritize States whose reporting increases the efficiency of the Survivor Tax Portal. The statute would not set any funding amounts, so the program would depend on future appropriations. Treasury, in consultation with the SSA Commissioner, would issue regulations or guidance to implement the grants.
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.
View on Congress.gov