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My husband [PII Removed] died in August 2016 i don't know how to continue with this tax form should i enter my data

 
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Accepted Solutions
TomK
Expert Alumni

My husband [PII Removed] died in August 2016 i don't know how to continue with this tax form should i enter my data

I'm very sorry for your loss.  You should file jointly with your late spouse unless you remarried in 2016. In that case, you'd file a joint return with your new spouse and file your deceased spouse's return as Married Filing Separately.

(You may be eligible to use qualifying widow(er) with dependent child as your filing status for 2 years following the year your spouse died. For example, if your spouse died in 2016, and you haven't remarried, you may be able to use this filing status for 2017 and 2018.)

There's no reason to change the name order on a joint return filed with a deceased spouse. When you enter or review his or her info, just make sure you check Passed away before filing this return and enter the date of passing. 

Changing the name order is not necessary and may cause delays in processing your tax return.


If you need to edit your spouse's personal information in TurboTax:

  • In your return, select "Personal Info"
  • On "Personal Info Summary" page you will see your personal details listed (SSN, Birthdate, Occupation, Resident State), as well as those of your spouse
  • Click on "Edit" button to the right of your spouse's personal details
  • On "Your personal info" screen, change your spouse's information as needed, and click on Continue button
  • You will be returned to the "Personal Info Summary" page



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1 Reply
TomK
Expert Alumni

My husband [PII Removed] died in August 2016 i don't know how to continue with this tax form should i enter my data

I'm very sorry for your loss.  You should file jointly with your late spouse unless you remarried in 2016. In that case, you'd file a joint return with your new spouse and file your deceased spouse's return as Married Filing Separately.

(You may be eligible to use qualifying widow(er) with dependent child as your filing status for 2 years following the year your spouse died. For example, if your spouse died in 2016, and you haven't remarried, you may be able to use this filing status for 2017 and 2018.)

There's no reason to change the name order on a joint return filed with a deceased spouse. When you enter or review his or her info, just make sure you check Passed away before filing this return and enter the date of passing. 

Changing the name order is not necessary and may cause delays in processing your tax return.


If you need to edit your spouse's personal information in TurboTax:

  • In your return, select "Personal Info"
  • On "Personal Info Summary" page you will see your personal details listed (SSN, Birthdate, Occupation, Resident State), as well as those of your spouse
  • Click on "Edit" button to the right of your spouse's personal details
  • On "Your personal info" screen, change your spouse's information as needed, and click on Continue button
  • You will be returned to the "Personal Info Summary" page



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