Deceased husband

JoAnn411 — Mon, 18 Jan 2021 15:48:52 GMT

Husband died in 2020. He used on-line turbotax for several years on his PC. I have an Apple. I will set up new account in my name, but how do I get access to previous years records?

Re: Deceased husband

DJS — Mon, 18 Jan 2021 15:52:34 GMT

If he did not print copies of your tax returns, then the only way to gain access to the prior year information it to log into the account that he used. You will be able to do that using your Apple.

Re: Deceased husband

xmasbaby0 — Mon, 18 Jan 2021 15:56:46 GMT

So sorry for your loss. Please wait before trying to set up a new account----for your 2020 return you are allowed to file a joint return. You will need to use the same account and user ID to get access to the account your spouse was using. If you do not know it (did he write it down somewhere?) you will need to get help from customer support.

For the year that your spouse died, you can still file a joint return. That way, you will get the married filing jointly standard deduction of $24,800 (+ $1300 for each spouse 65 or older) which will lower the amount of income you are taxed on.

In My Info, you will need to indicate that your spouse died. When his name is in My Info, there is a screen early in the interview that asks "Do any of these apply to [name] ?’” where you will do that, and then a drop down will appear where you can enter the date he passed.

If you have dependent children still living at home, you will be able to file as a qualified widow for the next two years after this tax return. Post back if you need further help.

Here is a copy of a reply to someone who was in a similar situation--this user needed access to an account used by a deceased spouse or relative.

I'm sorry to hear about your loss. I understand that this may seem like a lot to get into an account but we must take all due precaution to ensure the protection, privacy, and security of customer account information. We wish to make sure that the data your sister-in-law entrusted us with is protected.
You will first need to fill out an Email Change Request: https://ttlc.intuit.com/questions/1899319
In addition to your own photo ID, you must include one of the following documents:

A copy of the Death Certificate – The name of the surviving spouse will need to be matched to a Joint E-filed Return in our system
A court order issuing Power of Attorney for the deceased and IRS form 56. (required for non spouse)
A court order marking them the executor of the estate and IRS form 56. (required for non spouse)

These additional documents may be included with the initial scan of the Photo ID.
You will also need to print and mail the return and include IRS Form 56.
I hope this helps!

Answered by TurboTaxGabi

@GabiU Could you provide some guidance or help to this user?

Re: Deceased husband

GabiU — Tue, 19 Jan 2021 20:29:40 GMT

I'm sorry for your loss.

@xmasbaby0 this information you provided is still up to date.

Re: Deceased husband

VolvoGirl — Tue, 19 Jan 2021 20:37:44 GMT

@GabiU I replied to your message. Please check. I do still want it. Thank you, volvogirl

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