death of spouse

Forum|Forum|1 year ago
October 30, 2024
1 reply
15 views

Hello, I use Turbotax Desktop Advantage Premier every year. This year, my spouse died. Is this program enough to file 2024 taxes, or do I need to consult a tax advisor in addition?

Thank you.

VolvoGirl

Level 15

Sorry for your loss. I lost my husband in 2023.
You can file a Joint return as normal the year your spouse died. For the next two years following a husband's or wife's death, the surviving spouse can file as a qualifying widow or widower if they have a qualifying child. That basically lets you continue to use the same tax brackets that apply to married-filing-jointly returns. After the year of death if you don't have a child you file as Single. And then next year start over with a new return and new account.

See How to file if your spouse recently died
https://ttlc.intuit.com/turbotax-support/en-us/help-article/small-business-processes/file-return-spouse-recently-died/L5ehM358X_US_en_US?uid=lcuxmxwq

IRS How to file a final tax return for someone who has passed away
https://www.irs.gov/newsroom/how-to-file-a-final-tax-return-for-someone-who-has-passed-away