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mcgore83
New Member

Can you help me please?My wife has always filed our taxes. She however passed unexpectedly. I have no idea how to go about this process. Can you help me?

 
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2 Replies
DaveF1006
Expert Alumni

Can you help me please?My wife has always filed our taxes. She however passed unexpectedly. I have no idea how to go about this process. Can you help me?

To clarify, since your wife passed, are you asking how to prepare a return since you have never done this before? If so, I would suggest to engage in the services of a local tax professional or open an account with Turbo Tax here.  Once you register your account, there's an option to use our Live Tax Expert for additional help, which may be beneficial to you. 

 

Before you start, you can call TurboTax's support number listed here and tell them your issue.. They can advise you on what to do to get started. 

 

 

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pk
Level 15
Level 15

Can you help me please?My wife has always filed our taxes. She however passed unexpectedly. I have no idea how to go about this process. Can you help me?

@mcgore83  I am so sorry for your loss.

First you may have answer a few questions ( and this I recognize may be painful , so please forgive the intrusion).

(a) Are you working or retired ?  If retired  is Social Security your only income ? Or do you  have other income streams ? if not retired do you have W-2  or are you self-employed ?

(b) Assuming  that you filed MFJ in 2023,  are there  dependents  in your household ?

(c) When did you wife pass ?  Is there a large Estate involved ?  Do you have to go through probate -- your state  generally dictates this  ( the amount is lower than the federal requirements ).

for 2023 , did you file using TurboTax On-line or using downloaded  Windows  version  ?  Do you have access to your 2023 filing ( in paper form or otherwise )?

 

Please answer my questions.  Then if I cannot help you sufficiently, I will call on other champs or experts -- yes ?

I know what you are going through , having lost my wife in 2024 .  

 

pk

 

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