Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
Your taxes, your way. Get expert help or do it yourself. >> Get started
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

cancel
Showing results for 
Search instead for 
Did you mean: 
wjones146
Level 1

I started a return using my name rather than my deceased husband's. He died this year (2018). How do I correct error and change back to joint?

I never should have changed the name to mine, but should have kept the account and return in his name and mine. Now as I proceed TT shows my name twice. How can I correct that?
1 Best answer

Accepted Solutions
Opus 17
Level 15

I started a return using my name rather than my deceased husband's. He died this year (2018). How do I correct error and change back to joint?

For this year, you can (and should) still file as married filing jointly.  You should not change the order of the names on your tax return.  The easiest way to do this is to go to your account tools and select "clear and start over"; this will restore your file to its original state.

For next year, you will need to make a new account; you can't change the name on your existing account.  To make the transition easier, you will want to download or print a PDF copy of "all forms and worksheets" from your 2018 return after you have filed.

*Answers are correct to the best of my ability at the time of posting but do not constitute legal or tax advice.*

View solution in original post

5 Replies
Critter
Level 15

I started a return using my name rather than my deceased husband's. He died this year (2018). How do I correct error and change back to joint?

Go back to the  MY INFO tab and edit the taxpayer listed to put him back.   Next year you must start a new account .... as you can see changing positions will not work.
wjones146
Level 1

I started a return using my name rather than my deceased husband's. He died this year (2018). How do I correct error and change back to joint?

I should have said this was online. He is still on the account level, but can't correct on the return. I see no "my info" for the return in the online version.
wjones146
Level 1

I started a return using my name rather than my deceased husband's. He died this year (2018). How do I correct error and change back to joint?

I believe I may have figured it out. Thanks for the help.
Carl
Level 15

I started a return using my name rather than my deceased husband's. He died this year (2018). How do I correct error and change back to joint?

There is a place in one of the selections on the left where you can select "clear and start over". That will wipe the 2018 return clean and you can start over with the import process. Take note that you can, and you do file MFJ, regardless of when your husband passed in 2018. You get his standard deduction for the entire tax year.
Opus 17
Level 15

I started a return using my name rather than my deceased husband's. He died this year (2018). How do I correct error and change back to joint?

For this year, you can (and should) still file as married filing jointly.  You should not change the order of the names on your tax return.  The easiest way to do this is to go to your account tools and select "clear and start over"; this will restore your file to its original state.

For next year, you will need to make a new account; you can't change the name on your existing account.  To make the transition easier, you will want to download or print a PDF copy of "all forms and worksheets" from your 2018 return after you have filed.

*Answers are correct to the best of my ability at the time of posting but do not constitute legal or tax advice.*

About Community

Learn about taxes, budgeting, saving, borrowing, reducing debt, investing, and planning for retirement.

3.49m
Members

2.63m
Discussions

Manage cookies
v