Jack3101
New Member

Get your taxes done using TurboTax

I've been doing taxes for my in-laws for years. When one died in 2020 their taxes were rejected. After a lot of head scratching changing the personal information so the surviving  spouse is first worked for me :). I thank this forum.

 

However one must careful. After swapping the names all of the 1099s (for individuals) had their names swapped due to the way TurboTax indexes spouses names; that is each 1099 indicated the wrong spouse. I had 20 1099s to correct including the Social Security SSA-1099s. I suspected this might happen and verified it with the program "BeyondCompare" which I used to compare the original filing pdf file with the "re-ordered" pdf. Of course you can also see this if you edit each 1099 with TurboTax; this is also how you make the corrections. "BeyondComapare" let me know there were no other issues. An alternative is to make sure the names are in the correct order before anything else is entered.

 

TurboTax knows which spouse is deceased; they should automatically put them in the correct order on the forms and use the surviving spouses SS as the filing ID. Shame on them for not fixing this bug or a the least letting you know about it when you indicate a spouse has passed on.