turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
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.

Filing next year

My husband and I live in PA. My husband was on disability,  but passed away in May. How should I file this year's taxes and what all should I include?

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.

2 Replies
bbaker11
Employee Tax Expert

Filing next year

My condolences to you on your loss.  Please see the following links that I hope you will find useful for filing your taxes for this year:  https://www.irs.gov/newsroom/how-to-file-a-final-tax-return-for-someone-who-has-passed-away and  https://blog.turbotax.intuit.com/tax-planning-2/tax-implications-for-taxpayers-who-have-lost-a-spous... 

 

 

 

 

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

Filing next year

Sorry for your loss.  My husband died in 2023.   You can file a Joint return the year your spouse died as normal.   For the next two years following a husband's or wife's death, the surviving spouse can file as a qualifying widow or widower if they have a qualifying child. That basically lets you continue to use the same tax brackets that apply to married-filing-jointly returns. After the year of death if you don't have a child you file as Single.  And then next year start over with a new return and new account.


See How to file if your spouse recently died
https://ttlc.intuit.com/turbotax-support/en-us/help-article/small-business-processes/file-return-spo...

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies