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New Member
posted Mar 4, 2020 10:54:30 PM

EFile use jt tax 2018 AGI amt for ID .Now am widow using same Turbo acct. So use of 2018 AGI no good for ID. Use zero as is 1st time single??

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2 Replies
New Member
Mar 4, 2020 11:51:00 PM

Well, took my own suggestion and changed the 2018AGI for ID to ZERO , as is 1st time return as widowed. Re eFile with Turbo and almost instantly got message eFile accepted. 

I wait with bated breath for another rejection...

 

Expert Alumni
Mar 5, 2020 12:32:13 PM

I am sorry about losing your husband,  if your husband died in 2019, you can still file a joint return, allowing you the Married Filing Joint tax breaks.  If your return is rejected because of your 2018 AGI, I encourage you to change your filing status from Single to Joint, and use your 2018 AGI from your joint return.  

 

In 2019 your filing status should have been Married Filing Joint.  For the next two years (2020 & 2021) your filing status should be Qualifying Widower provided you meet these requirements:

  • You haven't remarried,
  • You have a dependent child that lived with you all year,
  • You have paid your own maintenance costs of your home, and
  • You have been able to file jointly in the year of your husband's death.  

For more information see IRS Publication 17, page 23.