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Level 2
March 4, 2022
Question

deceased filing asks for deceased attestation

Taxpaper was deceased as of 01/06/2022. spouse is signing as survivng spouse. The turbotax still pormpts for state id info. I said there is none and program let me proceed , but then it still requires attestation for both taxpapers...the deceased and surviving. before transmitting. How do  proceed? without attestation, it says must file by mail

    5 replies

    LeonardS
    Alumni - Intuit
    March 4, 2022

    The surviving spouse may file a joint return for 2021.  You will have to edit the information on the spouse that passed away. 

    To edit the spouse's information follow these steps

    1. Select My info on the menu 
    2. Scroll down to the spouse and click on edit
    3. On the page, Your spouse's personal info   Scroll down to 3. A few other things we need to know
    4. Answer yes to the question My spouse passed away before filing this return.
    5. Enter the date your spouse passed away

    You will now be able to complete the tax return without having to provide any information for attestation for both taxpayers.

     

    See the screenshot below.

     

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    ckd259Author
    Level 2
    March 4, 2022

    Thank you for your prompt response. This info had already been entered. It worked for the federal return, but not New York state.  I did not file federal and state at the same time. Federal went through without any issues other than having to use 0 in agi to bypass rejected transmission. the drivers license is only requested for state filing...and the attestaion is only requested for state filing.

    Alumni - Intuit
    March 5, 2022

    New York state does require the driver's license or state identification number to electronically file. If the taxpayer, does not have one, No identification should be indicated.

     

    • New York Individual: Requires the driver's license or state identification number to electronically file if the taxpayer has one. If the taxpayer does not have one, No Identification should be indicated.
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