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April 11, 2025
Question

I am a widow & understand I can file jointly for 2 years after his death. The turbo system did not give me the option of filing jointly. How do I get to that section?

  • April 11, 2025
  • 1 reply
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How do I change filing status on turbo tax to file jointly?

1 reply

April 12, 2025

So sorry for your loss.   You can file a joint return for the year that your spouse passed.  For the following two years, you can file as a Qualifying Surviving Spouse IF you have a dependent child or step-child.   If you do not have a dependent child, you file as Single.

 

https://accountants.intuit.com/support/en-us/help-article/tax-filing-status/claiming-qualified-surviving-spouse-filing-status/L7al83jU1_US_en_US

 

 

If your filing status changes to Single it is best to start a new account with a new user ID.   It is too difficult to delete the embedded information from a spouse if you use the same account that was used for past joint returns.

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**