When you begin in TurboTax, in the "Getting Started with TurboTax" section, if you used TurboTax last year and have transferred in last year's data, the program asks you to review the personal information about "You and Your Family"
You will have to make the following changes to indicate that you are filing as "Widowed", and the order of changes here assumes that your name is the first name that was entered last year.
- See image #1 below- you will still file a joint return in the year of your late wife's death [and there are certain provisions that may allow you to do so the second year also].
- In describing yourself see image #2, you will change your marital status from "Married" to "Widowed" and indicate the year of death of your late wife.
- In reviewing the personal data for your wife, you will change data in the 3rd section as shown in image #3 - and answer "Yes" to the question "My spouse passed away before filing this return." and enter the Date of Death in the fill-in box right below that.
You will still be filing in status "Married Filing Jointly." If your wife received in her own name income after her death, you will have to allocate that income separately on an Estate Filing Form 1041. If this is an issue, please come back and ask about that.
If this posted response is useful to you, please click on the upraised hand in the lower left of this post. Thank you. Scruffy Curmudgeon--PFFM/ IAFF, retired FireFighter/Paramedic - Locals 718/30, Veteran USAR O3 AIS/ASA '65-'67
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