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Can I change the personal information for a second person on the return? I can change it for the primary person, but my spouse died in 2021, don't know how to indicate

 
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5 Replies

Can I change the personal information for a second person on the return? I can change it for the primary person, but my spouse died in 2021, don't know how to indicate

Very sorry for your loss.  For the year that your spouse died, you can still file a joint return.  That way, you will get the married filing jointly standard deduction of $25,100 (+ $1350 for each spouse 65 or older) which will lower the amount of income you are taxed on.

 

In My Info, you will need to indicate that your spouse died. When his name is in My Info,  there is a screen early in the interview that asks "Do any of these apply to [name] ?’” where you will do that, and then a drop down will appear where you can enter the date he passed.

If you have dependent children still living at home, you will be able to file as a qualified widow for the next two years after this tax return.  Post back if you need further help.

**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.**

Can I change the personal information for a second person on the return? I can change it for the primary person, but my spouse died in 2021, don't know how to indicate

I wasn't able to change anything on my deceased husband's personal info until I changed my reporting status to married. Then I could report his date of death - went back and changed my reporting status to widowed when finished changing his information

PattiF
Expert Alumni

Can I change the personal information for a second person on the return? I can change it for the primary person, but my spouse died in 2021, don't know how to indicate

Your filing status for 2021 will still be Married Filing Joint. You should change your status back to Married Filing Joint.

 

Here is a TurboTax article about this.

 

@scorekeeper36

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Can I change the personal information for a second person on the return? I can change it for the primary person, but my spouse died in 2021, don't know how to indicate

My return shows married, filing jointly

JamesG1
Expert Alumni

Can I change the personal information for a second person on the return? I can change it for the primary person, but my spouse died in 2021, don't know how to indicate

You are to file as Married filing jointly in the year of death of a spouse. 

 

The passing is reported under MyInfo down the left side of the screen on the online versions. 

 

Reported under Personal Info on a desktop version.

 

In some cases you may qualify as a Qualifying widow(er) in subsequent tax years.

 

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