Rejected 2019 return based on my deceased spouse's agi

[imabzb]

Same issue with filing, my spouse passed in 2019 and I'm filing jointly.   Paid for the State efile option and filed everything.  Both State and Fed filings failed... and guess what? for the an error related to the AGI from 2018.  AGI is correct and confirmed with last year's hard copy and TT .pdf.  Why doesn't Intuit at least dissallow the software to offer a state efile purchase option.   How much more of our valuable time will you waste with a product that is so widespread fraught with error and deceitful sales practices.    One word of advise... DBase.  I'll be looking for an alternate tax software for next year. 

No thank you for wasting so much of my time. 

[dhgar]

So here is something strange.   After using the suggested FreeTaxUSA and e-filing (just got an email that her return was accepted, not 15 minutes after e-filing), I noticed one difference. TT took my dad's RMD and removed it from Taxable Income (the code for his RMD was #4). FTUSA left it in as Taxable Income; thus changing their AGI number.  No difference in taxes owed (or refunded), thank goodness. And, yes, everything was input identically into both tax apps.  It was worth the extra 1-2 hours to redo her taxes.

  Background:  My dad died in March 2019, and like so many, I've been unable to e-file for my mom for tax year 2019 using TT.  After the first rejection, I sent in the forms/papers (7+ weeks ago) and they were never received. In reviewing what could be wrong, I noticed that my mom's worksheet in TT didn't show her as a Widow with spouse dying in 2019.  I changed that, refiled thru TT and it was still rejected.  

[imabzb]

There is now a work-around if you call support.  It involves unchecking the deceased checkbox and added the word Deceased to the occupation box plus they had me check that a couple other indicators were set correctly.  Sort of a hack but it worked like a charm.   Call for instructions!!!! both FED and STATE E-files were accepted today 🙂 

[stevenp9971]

I've been having the same problem. My mom died last year. My dad died this year but before filing. I kept getting the agi mismatch error. I was resigned to mail the returns, in fact, I got them in the envelopes. I decided to make one last try at e-filing. It worked. I made no changes. So maybe Intuit and IRS have corrected the bug.

[CW3403]

I've been having the same problems since Friday so must not be fixed yet.  Tried filing with both correct agi and using 0.  Can't get IRS transcript to double check numbers in their database as I'm doing this for my parents and they never had a mobile phone and IRS is according to the notice is not mailing them out at this time due to covid. Dad passed away last October so figure that is probably what the issue is.  I have used this software for probably the better of 20 years and think this is the first time I have ever had any issues.  Like was already mentioned, don't need this additional headache to resolve on top of settling up dad's things, being a caregiver for my mother and attempting to continue working for my own income outside the home during this mess.  Paid TT to file federal, state and school district for me all at the same time in hopes of saving a little time.  Very disappointed.  

[hilliardjk]

Thanks for providing high-level overview of the work around, however, when I call Intuit (TurboTax) support, they claimed they could not locate these steps.   Any further information would be greatly appreciated.

[imabzb]

Sorry for the late response, I actually wasn't paying attention to responses.  I'll do a couple things... I'll pull up my parents return and try to recreate the CSR had me do; also, I'll see if I can get the name of the woman who helped me.  I'm completely baffled that this fix isn't available to all CSR's in their help system.  My parents returns for State and Fed went through and were accepted and processed.  I'll try to get back to you tomorrow with some additional information.   I know how frustrated I was when this happened, hopefully, I can get you pointed in the right direction.

[imabzb]

Here's my case number support issued me for fixing this issue : [social security number removed]  

Call TurboTax support and tell them to reference this number - at the very least they can find out the name of the young lady who helped me.  They should be able to either talk to her or assign her to your case.  This is a fixable issue, and they do have a work-around.   Let me know how it goes, if you get the run-around I can take a look at the return and try piece together everything she had me change.

[imabzb]

Here's the case number with periods in between each number - 4.6.1.0.9.8.5.3.9.  Hopefully, this online software won't mistake it for a social security number and scrub it away 🙂   

[hilliardjk]

Thanks so much for your follow-up and willingness to help, so greatly appreciated!!!!!    I was able to use what you initially provided (un-checking the "deceased" flag and putting "DECEASED" in the occupation) and that seemed to do the trick!!!  Thanks again, really appreciate it!!

[mkthomp1618]

Does any know if this issue of rejected IRS efile has been fixed for a deceased spouse?

[mkthomp1618]

Here's hoping you can find the workaround. 

Same issue where my dad, primary taxpayer, passed away in 2019 and my Mom is listed as the spouse.  My concern is if the deceased box in unchecked will we have the same problem next year when 2019 transfer to 2020 and the deceased box is not checked in 2019.

I may be new to this forum but have been using TT since 1987 when I purchased in on 5 1/4 inch floppy disk.  I have never had problems with TT before this issue. 

[mkthomp1618]

I just sent my parents' tax return 10 minutes ago. Father passed away in 2019.  The AGI is correct.  Return just rejected for the 3rd time in the last month. 

Insult to injury is that I am have now used my 5 free efiles and am retyping their return into FreeTaxUSA.  After using TT for 33 years, this is very disappointing. 

[VolvoGirl]

If your return rejected that should not use up one of the efiles.  Are you using the Desktop program?  If it rejects because one person was deceased you will have to print and mail the return.

If it is using up your efiles, Contact Customer Service
5am-5pm Pacific Time Monday -Friday
https://support.turbotax.intuit.com/contact/

What is the Turbo Tax phone number
https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

[mkthomp1618]

I purchased TT as a CD and loaded onto a Windows 10 PC.

The IRS is not accepting printed returns at the moment.  Would be nice if TT fixed the problem with efiling when one spouse has passed away,