topic Re: Spouse died 2024, how to access prior married filing jointly data for 2025 returns? in Get your taxes done using TurboTax

Spouse died 2024, how to access prior married filing jointly data for 2025 returns?

ems6642 — Sat, 04 Oct 2025 21:02:20 GMT

My husband died in 2024, and I used TurboTax to file our final married-filing-jointly return for 2024. I am not a qualified widow, so will need to start filing as single taxpayer for 2025 and beyond. I understand that I must set up a new, separate TurboTax account for 2025 and following years. Is it true that I cannot transfer data from our joint returns to my new account? Also, how can I continue to access the data from the years when we filed jointly? Thanks.

Re: Spouse died 2024, how to access prior married filing jointly data for 2025 returns?

VolvoGirl — Sat, 04 Oct 2025 21:19:31 GMT

Sorry, yes you need to set up a new account and not transfer form 2024. You can still access your prior returns by logging into the prior account. My husband died in 2023 and for 2024 I had to file as Single too. I use the Desktop installed program. I had to do 2024 as brand new and not transfer anything from 2024. If you have any carryovers etc. you will need to enter them manually.

Re: Spouse died 2024, how to access prior married filing jointly data for 2025 returns?

ems6642 — Sun, 05 Oct 2025 19:32:56 GMT

Thanks so much, @VolvoGirl , your information is very helpful. It really helps to have that confirmation from someone who has direct experience! Thanks again.