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When filing for the year of death (filing Tax Year 2025 and date of passing was in 2025) you have the option to file as if your spouse was still with you. You can file Married Filing Jointly or Married Filing Separately.    NEXT YEAR, when you file for Tax Year 2026, if you have not re-married and you have an eligible dependent still in your household, you might file as Qualifying Surviving Spouse. This option for you next year (for 2026) is available regardless of how you file for 2025, Married Filing Jointly or Married Filing Separately.    CLICK HERE for a link with more information   Sorry for your loss.   

Had an interesting discussion with Fidelity and Intuit today (1/21).  Fidelity gave me a supposedly insider phone number to Intuit and all it said was "Windows 10 won't work, use Windows 11" - I paraphrase - then it HUNG UP!  NOTHING ELSE!  As if we don't know that!   Finally got TT to call me back and while the girl tried, she just read from a script providing no answers at all.    BTW, support.turbotax.com is an INVALID URL which they also provide with the email they send when you sign up for info when the 1099 form is ready.  This product is garbage - we've been HAD!   Oh yeah, one more thing, when I logon to my Intuit account, I have NO RECORD AT ALL with them, no documents, no history of past filings, nothing!   John    

Dependents are entered in MY INFO after your own information has been entered. Make sure you have entered your child as a dependent in My Info, and that you have entered the child's Social Security number.    Careful— do not say that your child’s SSN is not valid for employment.  If your child was born in 2025 make sure you said he lived with you the whole year.  There is an oddly worded question that asks if the child paid over half their own support.  Say NO to that question.  

Same things happened to me: I entered a bunch of non-cash contributions in several charities, then deleted an entirely different donation and all the non-cash items in the other charities disappeared. What a waste of time! Please email me when this is fixed so I don't make the same mistake twice!

Several  states do not have a state income tax.  So these states will not show up in certain drop down lists.   Leave boxes 15, 16, and 17 blank when you enter a W-2 for these states.   Alaska, Florida, Nevada, South Dakota, Tennessee, Texas, Washington and Wyoming

You have to file a Form 5329 in the year for which you make the distribution, which is 2025 it seems here. If there were earnings on the account, they should be reported in the year the excess contribution was made, so that is why you were informed that you may need to amend your 2023 tax return.