topic Re: E-Filing AGI error after spouse passed away in Get your taxes done using TurboTax

E-Filing AGI error after spouse passed away

rdh — Mon, 03 Feb 2020 20:15:19 GMT

My wife died in March of 2019. I completed my return and followed TurboTax's instructions to efile. However, my return was rejected twice with an AGI error for identifying my wife. I am going to file by mail; however, IRS.gov says we should be able to efile. The software should flag this issue for those in this situation. Also, there is something on TurboTax website about a form 1310. Does this form help if I paper file? Is there no way around this error?

Re: E-Filing AGI error after spouse passed away

LeonardS — Mon, 03 Feb 2020 20:45:18 GMT

Did you file as married filing jointly? Even though your wife passed away in March 2019 you still can file jointly for 2019. From your question, it is not clear if you filed as single or married filing jointly. If you filed single and used the AGI from a joint return this may have caused an issue with the IRS

Form 1310 Statement of Person Claiming Refund Due a Deceased Taxpayer has no impact on your ability to efiling.

Re: E-Filing AGI error after spouse passed away

rdh — Mon, 03 Feb 2020 21:16:06 GMT

Checked the Turbo Tax printed form. Yep, filed as "Married filing Jointly". I just think mailing is the only way. My IRS transcript matches the AGI from the e-file that is in the system. I've been using TurboTax for a few years so it has all of my numbers.

Re: E-Filing AGI error after spouse passed away

LeonardS — Mon, 03 Feb 2020 21:25:37 GMT

Sometimes there is a disconnect between the IRS and the Social Security Department that will not allow the tax return to be e-filed. Mailing your return is your only option in this situation.

Re: E-Filing AGI error after spouse passed away

johnsbl-johns — Sat, 14 Mar 2020 23:10:00 GMT

The same thing happened to me...exactly...This is annoying. We should be able to file electronically..

Re: E-Filing AGI error after spouse passed away

LinaJ2020 — Mon, 16 Mar 2020 16:49:50 GMT

I am attaching a post from Expert Maya D for your reference. Click here: deceased incorrect agi

You might need to print and mail your return.

Re: E-Filing AGI error after spouse passed away

wdunker — Mon, 23 Mar 2020 18:14:57 GMT

same thing happened with our filing 4 times so far

Re: E-Filing AGI error after spouse passed away

VolvoGirl — Mon, 23 Mar 2020 18:17:06 GMT

There is a problem with Efiling when one spouse died during the year. You have print and mail your return this year.

Re: E-Filing AGI error after spouse passed away

Mickeymouse421 — Thu, 02 Apr 2020 01:38:37 GMT

My aunt's husband died in January of 2019. I tried to e-file my aunt's taxes for her and I had the same error when I entered the AGI because it stated it could not identify my uncle based on the AGI entered. I attempted to file 2 times and it was rejected both times! Very frustrating!!

Re: E-Filing AGI error after spouse passed away

HelenC12 — Mon, 06 Apr 2020 15:50:48 GMT

@VolvoGirl is correct. You'll need to mail in the tax return(s).

Although millions of tax returns are successfully e-filed every year, some returns simply can't be e-filed or keep getting rejected even though there's really nothing wrong with them.

Re: E-Filing AGI error after spouse passed away

durwood55 — Sat, 11 Apr 2020 20:12:02 GMT

I was trying to e-file my brother's return. His wife passed away in 2019. I had the same issue. We confirmed the AGI amount. After reading all of these messages, I decided not to try again to e-file.

I am totally aggravated that TurboTax has not worked out this bug with the IRS. I WASTED A LOT OF TIME trying to e-file, as he lives in another state.

I have used TurboTax for many years now, but this makes me quite angry!

Re: E-Filing AGI error after spouse passed away

wankerichard — Fri, 17 Apr 2020 03:01:32 GMT

I have run into the same issue. Wife passed in July. I know the AGI is right, but it keeps getting rejected.

Re: E-Filing AGI error after spouse passed away

davidmcd123 — Thu, 23 Apr 2020 02:45:29 GMT

I totally agree that this is an issue that TurboTax should address. I wasted a ton of time and effort including paying to eFile. I filed three times and it was rejected each time. I went to the IRS and registered to get the transcript to confirm the AGI. I probably spent five hours trying to resolve this. THE PRODUCT SHOULD TELL YOU IT WON'T efile and not let you do it. I would be curious if anyone in this situation could efile. It isn't fair to blame this on SSA or IRS.

Re: E-Filing AGI error after spouse passed away

wankerichard — Mon, 27 Apr 2020 15:26:20 GMT

I ended up just mailing mine which was not ideal being at the mercy of someone having to review things in paper form and waiting 5-8 weeks for my refund.

Re: E-Filing AGI error after spouse passed away

Carl — Mon, 27 Apr 2020 15:34:18 GMT

I'm sorry for your loss. If you wife passed in March of 2019 then I can guarantee you with 100% certainty that the IRS has her SSN marked as "LOCKED". The result is, you flat out no way no how can e-file the return. The IRS locks the SSN's of the deceased when they are notified of their passing, so that the SSN can not be used fraudulently. You have *no* *choice* but to print, sign and mail the return to the IRS. If a refund is due then you may also need to include in your mailing IRS Form 1310 which you can get at https://www.irs.gov/pub/irs-pdf/f1310.pdf

Re: E-Filing AGI error after spouse passed away

twc6952 — Thu, 21 May 2020 02:00:30 GMT

I efiled march 30, was told to mail which I did, where is my

withholding refund?

Re: E-Filing AGI error after spouse passed away

VolvoGirl — Thu, 21 May 2020 02:10:02 GMT

If you mailed your return the IRS probably hadn't opened the mail yet.

They are not processing mailed returns right now. The mail is stacking up in trailers at the IRS.

See this IRS page for the latest information

https://www.irs.gov/newsroom/irs-operations-during-covid-19-mission-critical-functions-continue

Re: E-Filing AGI error after spouse passed away

fmeyer2 — Wed, 24 Feb 2021 18:47:01 GMT

Frank passed away in May of 2020 how do I file my taxes or do I have to as I am 78 years old

Re: E-Filing AGI error after spouse passed away

VolvoGirl — Wed, 24 Feb 2021 19:04:11 GMT

Yes you probably do have to file if you had over 27,400 income. You can still file a Joint return for 2020 with him. Do you get pensions and social security?

Do you need to file a return?
https://ttlc.intuit.com/community/filing-and-paying-taxes/help/do-i-need-to-file-a-federal-return-this-year/00/25546