Hi Karen.
I use Turbo Tax Deluxe.
I am wondering if the returns are being rejected due to a spouse being deceased before the filing was done, but not in the tax year. You wrote "Also, when going through the personal information for each joint filer, make sure to check the box for 'This tax filer passed away in 2019' for the deceased spouse.". However, my spouse passed away after the first of the year. So for the 2019 Tax filing, my spouse passed on January 25, 2020. I chose to print the returns to mail them. I noticed in the signing area for the federal return, there is an entry for 'Spouse's signature. If a joint return, both must sign'. Then there is the date and then Your occupation is marked 'Retired'. Then under that, there is the entry prepared which states 'Filing as surviving spouse'. Then the Date followed by 'Spouse's occupation'. That also shows as 'Retired'. Shouldn't one of the 'Occupations' be marked as deceased?
State tax form is different where it at least shows that my wife passed away in 2020. However, both signature areas are blank, which I take that they expect both signatures. The second entry does state 'Spouse's signature (If joint return, both must sign)'. This would be impossible.
Seems to me that this could be the issue? I can't eFile the state return if the Federal is rejected.
Regards,
Wes
