Beastie
New Member

Get your taxes done using TurboTax

Switching the order worked for me.  2021 and this topic is still relevant.

Same story as many others who have posted.  Doing taxes for my Mom, while my Dad has passed.  Previous years, he was always first on the tax form.  I switched it so my Mom was first, and the return was accepted.

The process is that you change the order of the filing people so that the departed is second rather than first.  Then you step through the income, 1099, whatever, and reality check the "owner".  For federal filing I had to reverse all the ownerships after I made my Mom first, i.e. my Dad's jobs showed up as my Moms, my Mom's income showed up as my Dad.  It took about an hour to go through the process.  Rerun on the state returns (partial resident for two states) to a few run throughs to understand, but seems to have worked out.

This is after two support calls with two turbo tax people that were helpful and nice people but whom both had tied the issue to the AGI being incorrect or having a quirk.  In my case it was definitely not the AGI, it was that the surviving spouse needs to be listed first.  If you are reading this, there is probably someone you are close to who has passed, and I offer my condolences on the loss of that person.  This is just a small bureaucratic glitch, try to let it roll off of you and experience the feelings that are important to you instead of the frustration.