Survivor Tax Filing Simplification Act

[Congressional Bills 119th Congress] [From the U.S. Government Publishing Office] [H.R. 8725 Introduced in House (IH)] <DOC> 119th CONGRESS 2d Session H. R. 8725 To direct the Secretary of the Treasury to establish the Survivor Tax Portal, and for other purposes. _______________________________________________________________________ IN THE HOUSE OF REPRESENTATIVES May 11, 2026 Mr. Burchett introduced the following bill; which was referred to the Committee on Ways and Means _______________________________________________________________________ A BILL To direct the Secretary of the Treasury to establish the Survivor Tax Portal, and for other purposes. Be it enacted by the Senate and House of Representatives of the United States of America in Congress assembled, SECTION 1. SHORT TITLE. This Act may be cited as the ``Survivor Tax Filing Simplification Act''. SEC. 2. ESTABLISHMENT OF SURVIVOR TAX PORTAL. (a) In General.--Not later than 12 months following the date of the enactment of this Act, the Secretary of the Treasury (or the Secretary's delegate), in consultation with the Commissioner of the Social Security Administration, shall establish an online portal (hereinafter referred to as the ``Survivor Tax Portal'') for the purpose of assisting surviving spouses and duly-appointed executors of estates of decedents in the preparation and filing of returns of tax. (b) Features.--The Survivor Tax Portal shall-- (1) provide clear guidance, including through checklists, pre-populated forms, and status updates, on the preparation and filing of-- (A) estate tax returns with respect to decedents, (B) joint returns under section 6013(a)(3) of the Internal Revenue Code of 1986, and (C) returns of tax by surviving spouses (as defined in section 2(a) of the Internal Revenue Code of 1986), (2) allow for the secure uploading of legal documents, (3) integrate relevant death information maintained by the Social Security Administration, (4) incorporate adequate safeguards, in accordan