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New Member
posted Feb 16, 2025 10:15:58 AM

not allowing me to file as (QSS) Qualifying surviving spouse

online version

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1 Best answer
Level 15
Feb 16, 2025 10:20:32 AM

Sorry for your loss.  When did your spouse pass?  Do you have a child?

 

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.

 

Then to file Single you should start over and set up a new account for yourself and not transfer from last year.  You will have to re enter any prior carryovers and depreciation, etc. manually.

 

 

7 Replies
Level 15
Feb 16, 2025 10:19:08 AM

So sorry for your loss.   When did your spouse pass away?   Fo the year that your spouse died, you could file a joint return.    For the next two years, you can file as a Qualifying Surviving Spouse IF you have a qualified dependent.   If you do not have a dependent, then you file Single.   Have you entered a dependent?

Level 15
Feb 16, 2025 10:20:32 AM

Sorry for your loss.  When did your spouse pass?  Do you have a child?

 

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.

 

Then to file Single you should start over and set up a new account for yourself and not transfer from last year.  You will have to re enter any prior carryovers and depreciation, etc. manually.

 

 

New Member
Feb 16, 2025 10:25:16 AM

online version does not have that option

no children and passed in 2023

Level 15
Feb 16, 2025 10:29:12 AM

@chuckstlou If your spouse passed in 2023, then in 2023 you could file a joint return.  Now that you are working on 2024, you file Single since you say you have no children.

 

When you switch from filing a joint return to filing Single, you need to start over in a new account with a new user ID.   The old account will have embedded data that will cause errors if you try to use it  for filing as Single.

 

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596

 

New Member
Apr 14, 2025 5:48:35 PM

My wife passed away in 2023.  No child to support.

Level 15
Apr 14, 2025 5:49:42 PM


@Roy1969 wrote:

My wife passed away in 2023.  No child to support.


You will need to file as Single on the 2024 tax return.

New Member
Apr 14, 2025 5:56:37 PM

Just to confirm.  My wife passed away in 2023 and I got to file jointly for 2023.  in 2024 filing since I don't support a child, my status changed from QSS to single?