Thanks for all your help!
When I and a number of other recent widows tried to eFile in July, 2019 (COVID tax filing extension date), our returns were rejected multiple times. Our deceased husbands were marked as deceased on the returns (we answered that question during Step-by-Step) but unless we changed places and made ourselves the “taxpayer” along with our S.S. # and our Pin #, the eFile would not go through. I read on the “community” somewhere that the reason was because when we called to update our social security checks, our husbands’ social security number was flagged as deceased therefore that social security number wasn’t recognized as valid for eFile. I informed Social Security in March, 2020; filed our 2019 returns in July, 2020.
What can I say....it was the only way I could eFile, it worked and I was through with 2019. HOWEVER, I’m glad that you pointed out that the “taxpayer” is the name on TT worksheets only because I thought it actually changed the name on my husband’s actual 1099Rs, Combined Broker Statements, etc. I wasn’t thinking clearly. Obviously!
