2539918
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.

How does my wife who passed last year work into our joint filing status

I'm really confused now.
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.

3 Replies

How does my wife who passed last year work into our joint filing status

Sorry for your loss.  If your wife lived during 2021, you can still file "married filing jointly" and the deduction that goes with it.   Check that box on the 1st page of the 1040.  Then you will have to enter her electronic signature to approve the return.  IRS is OK with that.  If she died in 2020, you cannot elect that option.  And for 2022, you'll be filing single unless you marry.  

 

Sorry again for your loss. 

How does my wife who passed last year work into our joint filing status

Sorry for your loss.  Since your wife passed in 2021, you can still file your 2021 tax return as Married Filing Joint (as long as you have not re-married in 2021).  There will be a question that states did they pass before the filing of the 2021 return.  When enter your spouse's information you will come to a screen asking if they passed away during the year.  Check  the box and then enter the date of their passing.  TurboTax will enter on your return information about her passing.

 

Also, see the following:

 

https://turbotax.intuit.com/tax-tips/family/death-in-the-family/L5albFXM4

 

 

MinhT1
Expert Alumni

How does my wife who passed last year work into our joint filing status

I'm sorry for your loss.

 

If your wife passed in 2021, you can still file your 2021 tax return as Married filing jointly.

 

In the My Info section of TurboTax, please indicate that she is deceased and enter the date of death.

 

For more information, please this TurboTax article. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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