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posted Jun 1, 2019 10:45:12 AM

My spouse died in 2017. I filed jointly in 2018, but this is the first year where I must file separately. How do I proceed? I still receive a few of his retirement inc..

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Level 15
Jun 1, 2019 10:45:13 AM

If you used Turbo Tax last year you should start a brand new account for yourself and not transfer from last year.  You won't be able to remove him.  Did the 1099Rs come in his name and ssn?

Online is only good for 1 return.  But you can use the same email address for 5 accounts.   How to start another return in the Online version      https://ttlc.intuit.com/replies/3288574 


1 Replies
Level 15
Jun 1, 2019 10:45:13 AM

If you used Turbo Tax last year you should start a brand new account for yourself and not transfer from last year.  You won't be able to remove him.  Did the 1099Rs come in his name and ssn?

Online is only good for 1 return.  But you can use the same email address for 5 accounts.   How to start another return in the Online version      https://ttlc.intuit.com/replies/3288574