turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

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

my husband died in 2023. I need to file by myself this year for the first time. But my Intuit account is in his name primarily. How can I convert it to me only?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions

my husband died in 2023. I need to file by myself this year for the first time. But my Intuit account is in his name primarily. How can I convert it to me only?

You will need to create a new account with a new User ID and password when using the TurboTax online editions for the 2025 return, since you are no longer going to file as Married,

 

Go to this TurboTax online website and click on Sign Up to create a new online account - https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/

View solution in original post

3 Replies

my husband died in 2023. I need to file by myself this year for the first time. But my Intuit account is in his name primarily. How can I convert it to me only?

So sorry for your loss.    You need to create your own account with your own user ID.   It is too difficult to remove the "spouse" information from an account that has been used for past joint returns.   Your filing status for 2025 will be Single, unless you have a qualified dependent child.   If so, you can file as a qualified surviving spouse for two years after your spouse passed.

 

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

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

my husband died in 2023. I need to file by myself this year for the first time. But my Intuit account is in his name primarily. How can I convert it to me only?

You will need to create a new account with a new User ID and password when using the TurboTax online editions for the 2025 return, since you are no longer going to file as Married,

 

Go to this TurboTax online website and click on Sign Up to create a new online account - https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/

my husband died in 2023. I need to file by myself this year for the first time. But my Intuit account is in his name primarily. How can I convert it to me only?

Sorry for your loss. I lost my husband in 2023 too.  Are you filing a 2024 return or how did you file 2024?  You needed to set up a new account for yourself.  If you need to file 2024 now  you need to use the Desktop installed program.  To do a prior year return you have to buy the Desktop program here,
https://turbotax.intuit.com/personal-taxes/past-years-products
You will need Windows 10 or Mac Ventura 13 to install it on.


You can file a Joint return as normal for 2023. 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 and have to start over with a new return and new account. And don't transfer from the Joint return.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question