Survivor Tax Filing Simplification Act

Key Points

• The bill requires the Treasury Department to build a website called the Survivor Tax Portal. This site would help people who have lost a spouse or are managing someone's estate handle the complicated tax paperwork that comes after a death.
• The portal would include easy checklists and forms that are already filled out with some information to save time. It would also let users upload legal documents securely and check the status of their tax filings online.
• To make things easier, the IRS would work with the Social Security Administration to share death records automatically. This helps ensure the tax information is accurate and reduces the amount of paperwork families have to track down themselves.
• The bill also creates a grant program to help states improve how they report death records to the federal government. Better state records would help the new tax portal work faster and more reliably for families across the country.
• The Treasury Department would have to set goals to answer questions from users within 45 days. They would also create a simple one page guide to explain how the portal works and include it with Social Security benefit statements.

Impact Analysis

Govbase has not yet run an impact analysis on this legislation.