pk
Level 15
Level 15

Get your taxes done using TurboTax

@mcgore83  I am so sorry for your loss.

First you may have answer a few questions ( and this I recognize may be painful , so please forgive the intrusion).

(a) Are you working or retired ?  If retired  is Social Security your only income ? Or do you  have other income streams ? if not retired do you have W-2  or are you self-employed ?

(b) Assuming  that you filed MFJ in 2023,  are there  dependents  in your household ?

(c) When did you wife pass ?  Is there a large Estate involved ?  Do you have to go through probate -- your state  generally dictates this  ( the amount is lower than the federal requirements ).

for 2023 , did you file using TurboTax On-line or using downloaded  Windows  version  ?  Do you have access to your 2023 filing ( in paper form or otherwise )?

 

Please answer my questions.  Then if I cannot help you sufficiently, I will call on other champs or experts -- yes ?

I know what you are going through , having lost my wife in 2024 .  

 

pk