Hi CassLO,
The error code from TurboTax is that the "prior year AGI" is incorrect. It is not about any SSN being "locked down."
FREETAXUSA DOT COM generates tax returns for a surviving spouse to file the final married, filing joint tax return AND the IRS ACCEPTS the E-FILING via Freetaxusa generated tax returns.
The TurboTax tax return E-File was REJECTED by the IRS three times with the same "prior year AGI incorrect" code when it is clearly not the case. Everyone here has been entering the prior year AGI correctly.
The problem lies inTurboTax not asking for both the surviving spouse and the deceased spouse's State ID info along with the prior year AGI for the IRS to verify the return.
TurboTax needs to copy Freetaxusa by adding this additional field. This is the *only difference* I found between completing both the TurboTax and Freetaxusa's programs.
The IRS apparently needs BOTH the surviving spouse's state ID and the deceased spouse's state ID info. It took less than half an hour to receive the notifications that both the Freetaxusa-created Federal and State E-FILED tax returns were accepted.
The only two certainties in life are death and taxes. The IRS has been processing the final tax returns for deceased people for quite a long time, no? Just saying that FREETAXUSA dot com has no problems with E-FILED returns as TurboTax does for those widowed in the previous year/tax filing year.
