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New Member
posted Apr 18, 2022 4:29:16 PM

My husband passed away in 21, on the personal information page do I need to change his occupation from retired to deceased and do i change his resident state to mine?

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1 Best answer
Level 15
Apr 18, 2022 4:52:36 PM

@bigmamas56 

sorry to hear that.

On the personal information page you need to enter the date of death.

Nothing else.

If you were married then you file status MFJ.

3 Replies
Level 15
Apr 18, 2022 4:52:36 PM

@bigmamas56 

sorry to hear that.

On the personal information page you need to enter the date of death.

Nothing else.

If you were married then you file status MFJ.

New Member
Apr 22, 2022 11:27:27 AM

Thank you for your help.

Level 15
Apr 22, 2022 11:29:02 AM

Very sorry for your loss.  For the year that your spouse died, you can still file a joint return.  That way, you will get the married filing jointly standard deduction of $25,100 (+ $1350 for each spouse 65 or older) which will lower the amount of income you are taxed on.

 

In My Info, you will need to indicate that your spouse died. When his name is in My Info,  there is a screen early in the interview that asks "Do any of these apply to [name] ?’” where you will do that, and then a drop down will appear where you can enter the date he passed.

If you have dependent children still living at home, you will be able to file as a qualified widow for the next two years after this tax return.  Post back if you need further help.