Spouse death

Forum|Forum|6 years ago
January 20, 2020
2 replies
8 views

Do I enter spouse' broker for tax information?

Best answer by DianeC958

Yes you need to enter your spouse's broker information. When your spouse dies you can still file in the year of death as Married Filing Joint. Any tax document that comes in their name needs to be included on that return.

Click here to learn more about filing with a spouse who died

Sorry for your loss

DianeC958Answer

Level 12

Click here to learn more about filing with a spouse who died

Sorry for your loss

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Anna 86Author

Level 2

I missed a call from Diane. (I don't generally answer phone since I have @ 10 robot calls a day). I assume I use the joint 2019 account in TurboTax as we did in the past? There was only one husband account (an IRA) which I have now transferred to my broker. I have no record of this account, since the broker holding it seems to have sold everything before the financial transfer. At age 86 I have to learn a lot!

Anna Haupt

RobertG

Level 12

Yes, you can continue to use the joint 2019 account in TurboTax.

There's no reason to change the name order on a joint return filed with a deceased spouse. When you enter or review his or her info, just make sure you check Passed away before filing this return and enter the date of passing.

Changing the name order may cause delays in processing your tax return.

For further information please see this TurboTax link: Should I change the name order on a joint return with a deceased spouse?

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