- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
So sorry for your loss. The order of the names should have stayed the same as in past years on the joint return. Changing the order of the names can cause confusion with the IRS. Since the return was rejected---you can fix it and re-file. Go back to the order that the names were in last year. When you change the order of the names you will also need to go back through the screens and enter income under the correct spouse's names throughout the software.
For your mom:
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 they filed a joint return for 2022 the AGI on line 11 of the 2022 Form 1040 is the same for each spouse.