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.

barryfab1
New Member

My spouse passed away in 2023, but my turbotax account is still in his name. Do I need to create a new account or can I use the existing account?

 
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.

2 Replies

My spouse passed away in 2023, but my turbotax account is still in his name. Do I need to create a new account or can I use the existing account?

You need to create a new account with a new User ID for tax year 2024.

My spouse passed away in 2023, but my turbotax account is still in his name. Do I need to create a new account or can I use the existing account?

Sorry for your loss.  My husband died in 2023 too.    I filed 2023 as normal Joint. For 2024 i filed as Single on a new return and did not transfer from 2023.  If you are using the Online version you need to set up a new account for yourself and not transfer from 2023.

 

You can file a Joint return the year your spouse died.  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.

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