Rejected 2019 return based on my deceased spouse's agi

[adityaag]

WORKING SOLUTION: Make the surviving spouse the primary tax payer (not the spouse).

Thanks for everyone who suggested this. Just calling this out specifically as it just worked. My parents returns are super long and complicated so printing it out would have resulted in 75+ pages of returns for each federal and state. Thanks so much for helping solve an issue that TurboTax has no idea exists in their own software.

[Pattoncrew]

I’m having the same problem e filing my returns for 2020. My spouse passed in 2019. I’m filing single widowed. I keep getting rejected with code IND-901. I decided to just mail in. 
this has taken all day. No one at turbo tax could help. 

[mpiatt]

There is a workaround somewhere up the thread that seemed to work for people.  I think it was putting the surviving spouse's name in the Taxpayer line, and putting the decedent's name on the Spouse line.  But I can't remember.

[mkthomp1618]

That is what I did.  My Mom moved to taxpayer my Dad, decreased 2019, to spouse.  For  tax year 2019 they were filed as married.  They problem is the irs has yet to process the return.  IRS has sent letters so my Mom.  She had to prove her identity.   But still no refund.  

[masteele3]

This was an real issue during last year's filing season. My wife died in Jan 2019.  When I filed I got the same TT runaround as you.  The say mail the return.  My solution was to use FreeTaxUSA.  Easy and free.  IRS took that e-file within minutes.  It does involve repeating a second set of questions but much can be completed by submitting a pdf file of your return to FreeTaxUSA. I am convinced TT does not want to solve this problem.  If FreeTax has it solved surely TT can too.

MAS, Retired CPA

[dianalarose]

Exactly my experience. My husband died in May 2019, and my TT return kept getting rejected. I tried FreeTaxUSA, and my return was accepted in minutes. TT still doesn't seem to accept that they have a problem.

[IH8Tax]

After making the surviving spouse the primary taxpayer, my efile was rejected last year until both AGI and filing PIN matched, then TT accepted it and efiled. 

[Capt Heller]

Yes I remember that the form was rejected several time for no number or an incorrect one. It was finally accepted .    

Open the priority mail this A M but do believe all the questions were answered in yesterday's electronic mail. Today you will get a priority mail from me and that will give some conversation information. I will attempt to fwd more apt sale info this morning.   Call as it seems that I will be home most of the day.   C. Heller

[soConfused111]

I'm trying this now -- please wish me luck!

TurboTax certainly didn't make it easy.  :(

[Pattoncrew]

I gave up on trying to electronically file mailed. Uggh. Such a hassle. 

[tillsanchez]

HjeAve OMG thank you!! I was going nuts with the same situation. We lost my dad to Covid this summer and it kept rejecting the taxes I filed for my mom. Thank you for saving my sanity!!

[Tudormd]

THANK YOU!!!!  This worked perfectly after submitting and getting my return rejected 4 times previously.  I made the change and switched so that I was the main filer first, then my deceased spouse and my return was accepted.  TT needs to put this in their help section and BOLD it.  I can't tell you how many hours I spent reading comments and trying to fix it before I stumbled across this post. 

[muleano]

My state and federal tax return were rejected codeIND-04-04 the agi is perfect agrees with irs my  husband passed away on May 10 2020 he was primary on the account we filed married filing joint return Irs is rejecting cuz of electronic signature there is no where to access this number in turbo tax and my pin number apparantly doesnt match irs for electronic signature how do i get that code i think its a glitch in turbo tax becasue he passed and my pin is not working please help

best regards

Marianne

[mkthomp1618]

Hi Marianne,   I'm sorry that your husband passed and now you are dealing with this glitch.  Switch yourself to the primary and your husband to the spouse and resend.  Let me know if thus works for you. 

[VolvoGirl]

Do not switch the Primary and Spouse!  You can not switch or it will mess up your return. The year your spouse dies you still file a Joint return.  Then the next year you will have to set up your own new account.