My husband died in 2020. We filed MFJ returns for 36 years with his name as Taxpayer and mine as Spouse. When I tried to file our last MFJ return for 2020 in the same order, it was rejected several times because our 2019 "AGI did not match IRS records"! This was completely erroneous because the AGI was accurately transferred from our 2019 TurboTax reporting program AND I confirmed the amount with an official IRS Transcript of our 2019 tax return.
I had multiple frustrating and fruitless phone calls with TurboTax personnel whose only solution was to print and mail our Federal and State returns.
I had nothing to lose but time, so I started a new 2020 tax return with my name (as surviving spouse) listed as the Taxpayer and my late husband's name listed as Spouse. It took me 4 hours to manually enter all our 2020 tax data but, our MFJ tax return was accepted that way within 3 hours of my electronic submission!!!
Good luck to anyone in this same predicament. I hope my solution works for you, too.
