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.

sjkbrown
New Member

My spouse died January of 2023. I am eligible for Qualified Survivor spouse filing. yet the system will not allow me to claim this. Is there a work around?

 
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 Reply

My spouse died January of 2023. I am eligible for Qualified Survivor spouse filing. yet the system will not allow me to claim this. Is there a work around?

Very sorry for your loss.   For 2023, the year that your spouse passed, you were able to file a joint return.  Now you can file as a qualified surviving spouse IF you have a qualified dependent child or step-child.  If you are not claiming a dependent, then you will file as Single.

 

 

https://accountants.intuit.com/support/en-us/help-article/tax-filing-status/claiming-qualified-survi...

 

 

For 2024, unless you have a qualified dependent to claim, your filing status changes to Single.   It is best to start a new account with a new user ID.   It is too difficult to delete the embedded information from a spouse if you use the same account that was used for past joint returns.

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.**
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question