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Level 2
posted Mar 2, 2021 6:52:11 PM

I am using Turbo tax Premier. Can I E file if my spouse died?

Also can I direct deposit and how do i remove all the xxxx in the box?

0 2 432
2 Replies
Level 15
Mar 2, 2021 9:07:34 PM

Assuming date of death is 2020 and filing MFJ, TurboTax can give difficulty in this area. See other threads on this topic.

If you insist on using TurboTax, expect to have to file a paper tax return via US Mail.

If you have a joint bank account, then direct deposit should work.

ignore the xxxx if you e-File successfully, the number will show if you print for mailing.

Level 2
Mar 3, 2021 8:10:59 AM

Thank you. My wife passed away Jan 2021 and I am filing MFJ for 2020. I will file a paper tax return via US Mail using Turbo tax. I do have a joint bank account still open and I did add the direct deposit numbers when I set up to print for US mail.

 

New Question: What do I need to do to the Turbo tax paper tax return  to address my wife's death?