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New Member
posted Apr 17, 2023 12:30:14 PM

Husband deceased 2021 how to change personal information

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2 Replies
Level 15
Apr 17, 2023 12:35:21 PM

You need to set up a new account for yourself and not transfer from 2021.   You can not delete the primary spouse or change the order of names.  Online is only good for 1 return per account.  But you can use the same email address for 5 accounts.   How to start another return in the Online version

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596

 

You can file a Joint return the year your spouse died.  For the next two years following a husband's or wife's death, the surviving spouse can file as a qualifying widow or widower if they have a qualifying child. That basically lets you continue to use the same tax brackets that apply to married-filing-jointly returns.  After the year of death if you don't have a child you file as Single.

Level 15
Apr 17, 2023 12:36:52 PM

Edited above post to add NOT.  You can not delete the primary person.