What does Preamble of Survivor Tax Filing Simplification Act do?

This bill directs the Secretary of the Treasury to establish the Survivor Tax Portal.

What does SHORT TITLE. of Survivor Tax Filing Simplification Act do?

This bill is formally titled the 'Survivor Tax Filing Simplification Act'.

What does ESTABLISHMENT OF SURVIVOR TAX PORTAL. of Survivor Tax Filing Simplification Act do?

This section establishes a Survivor Tax Portal to assist surviving spouses and executors in preparing and filing tax returns. The portal will provide guidance, checklists, pre-populated forms, and status updates for estate tax returns, joint returns, and returns for surviving spouses. It will allow secure uploading of legal documents and integrate relevant death information from the Social Security Administration. The portal will include safeguards to protect personal information and an identity verification system. A one-page instructional guide will be published and annually updated on the portal and the IRS website, and attached to Form SSA-1099. The Secretary of the Treasury will issue performance goals, including resolving taxpayer inquiries within 45 days.

What does ESTABLISHMENT OF GRANT PROGRAM FOR RECORDKEEPING AND REPORTING of Survivor Tax Filing Simplification Act do?

This section establishes a grant program administered by the Secretary of the Treasury to assist states in recordkeeping and reporting death information to the Social Security Administration. The program must be established within 12 months of the Act's enactment. Grants will be prioritized for states that improve the efficiency of the Survivor Tax Portal. The Secretary of the Treasury is authorized to issue regulations or guidance to implement this section.

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Survivor Tax Filing Simplification Act

Last updated: 5/11/2026 · Introduced: 5/11/2026

Author: Tim Burchett (R-TN)

TL;DR (AI)

This bill creates the Survivor Tax Portal, an online tool to help surviving spouses and executors prepare and file tax returns related to estate and survivor benefits.
The bill establishes a grant program to help states improve the accuracy and timeliness of death information reporting to the Social Security Administration.
The portal will include instructional guides, secure document uploading, and integration with the Social Security Administration to streamline the tax filing process.

119th Congressin committeeOfficial page

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Other Sections

Includes provisions on preamble, short title., and 2 more.

4 sections

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