HelenC12
Expert Alumni

State tax filing

I'm so sorry for your loss.

 

You don't have to reverse the primary and secondary taxpayers. When you enter your father's date of death, TurboTax will automatically remove your father as the primary taxpayer and your mother will be the primary taxpayer for tax year 2020 and beyond. 

 

If the return is being rejected, even though you verified the AGI, it's most likely a Social Security Administration (SSA) issue. The SSA has locked your father's Social Security number to prevent fraud and that will prevent their tax return from being e-filed. 

  • Print the return, have your mother sign it, and mail it in. Don’t forget to also print and mail their state return.

Source: Opus17

 

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