I think TurboTax has a bug and is telling me I qualify as a surviving spouse when I don't.
My adult then 23-year old child moved out of our house in Sept 2022.
My spouse died Nov 2022. I have not remarried.
My child did not live with me at any time in 2023.
My child made more than the maximum $4,700 in 2023.
But, when I go through all the questions, TT marks the radial box that I qualify anyway. When I go back and look at my answers, it has changed 0-months to 6-months that my child lived with me, which isn't correct.
I think I should mark that I do not qualify. Is there any reason that I would qualify given these facts?
How can I report a bug?
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If you are not claiming your child, why is he still listed on your 2023 return? Delete the dependent you are no longer claiming in My Info.
The information was pulled over from my taxes for 2022. IN 2022, my child was my dependent, having just graduated college, no job, and living with us for 8-9 months, just leaving right before my spouse died suddenly. TurboTax already knows that my child is no longer a dependent. It was just trying to figure out if I now qualify as a surviving spouse. That's why I don't understand why it is asking since TT already determined they are no longer my dependent. I had planned to delete my child after all the pertinent questions were asked to make sure I was correct. It is TT's bug that is causing the issue.
@CindyKR When your filing status changes from filing a joint return to filing single, it is often better to just start a new online account with a new user ID. That is because it is so hard and messy to remove all of the "stuff" that gets pulled over from a joint return--- as you are experiencing. You might want to just clear it and start over in an different account that you create for yourself. And...again....so sorry for your loss.
@CindyKR After my most recent reply to you, I discovered that you have another thread going in the forum in which you mention having a lot of investment information you need to carry forward. So....you have a tricky situation....with the stuff that might still be attributed to your late spouse.....the dependent complication.....etc. Have you considered upgrading and using one of the online "Live" versions so that a tax expert could help you get this all sorted out? It costs more....but would likely be worth it for your situation.
https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-get-turbotax-live/00/27305
Thanks. I considered it. But, I have to finish filing tonight to avoid a penalty for a late estimated payment I didn't realize I needed to make, and I think I about have it figured out.
I found it much easier tonight after getting TT on the CD instead of online, and after getting a lot of questions answered. I still have 2 documents that aren't right, but I will deal with it if I have to correct it if the companies send me corrected forms.
I did this all online first without pulling information over. Doing it on my computer by pulling all my information in from last year was much, much easier, in my opinion. I didn't have to reenter a lot of stuff.
My situation will get a lot more complicated in the future, so I will most likely have someone else do it at that time. Thanks for your suggestions.
@CindyKR Best regards......hope it all works out for you.
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