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Survivor Tax Filing Simplification Act

USA119th CongressHR-8725| House 
| Updated: 5/11/2026
Tim Burchett

Tim Burchett

Republican Representative

Tennessee

Ways and Means Committee

  • Introduced
  • In Committee
  • On Floor
  • Passed Chamber
  • Enacted
The Survivor Tax Filing Simplification Act directs the Secretary of the Treasury, in consultation with the Social Security Administration, to establish an online Survivor Tax Portal within 12 months. This portal aims to assist surviving spouses and estate executors in preparing and filing various tax returns, including estate tax returns, joint returns, and individual returns for surviving spouses. The portal will offer clear guidance through checklists, pre-populated forms, and status updates, alongside secure uploading of legal documents. It will integrate relevant death information from the Social Security Administration and incorporate robust safeguards to protect personal data and ensure authorized access. Additionally, the bill mandates the publication of an annual instructional guide for the portal, to be attached to Social Security Benefit Statements. It also establishes a grant program to help states improve their recordkeeping and reporting of death information to the Social Security Administration, prioritizing those that enhance the portal's efficiency.
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Timeline
May 11, 2026
Introduced in House
May 11, 2026
Referred to the House Committee on Ways and Means.
  • May 11, 2026
    Introduced in House


  • May 11, 2026
    Referred to the House Committee on Ways and Means.

Survivor Tax Filing Simplification Act

USA119th CongressHR-8725| House 
| Updated: 5/11/2026
The Survivor Tax Filing Simplification Act directs the Secretary of the Treasury, in consultation with the Social Security Administration, to establish an online Survivor Tax Portal within 12 months. This portal aims to assist surviving spouses and estate executors in preparing and filing various tax returns, including estate tax returns, joint returns, and individual returns for surviving spouses. The portal will offer clear guidance through checklists, pre-populated forms, and status updates, alongside secure uploading of legal documents. It will integrate relevant death information from the Social Security Administration and incorporate robust safeguards to protect personal data and ensure authorized access. Additionally, the bill mandates the publication of an annual instructional guide for the portal, to be attached to Social Security Benefit Statements. It also establishes a grant program to help states improve their recordkeeping and reporting of death information to the Social Security Administration, prioritizing those that enhance the portal's efficiency.
View Full Text

Suggested Questions

Get AI-generated questions to help you understand this bill better

Timeline
May 11, 2026
Introduced in House
May 11, 2026
Referred to the House Committee on Ways and Means.
  • May 11, 2026
    Introduced in House


  • May 11, 2026
    Referred to the House Committee on Ways and Means.
Tim Burchett

Tim Burchett

Republican Representative

Tennessee

Ways and Means Committee

  • Introduced
  • In Committee
  • On Floor
  • Passed Chamber
  • Enacted