Bug report - joint return w/deceased spouse efile rejected by IRS

Forum|Forum|6 years ago
March 2, 2020
14 replies
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Using TurboTax Premier download edition, efile of joint federal return for 2019 with deceased wife gets rejected with the reported error shown below. She died in 2019. We filed a joint return for 2018, and I double-checked that the AGI from 2018 was correctly entered in my 2019 return. There is no separate prompt to enter my wife's identifying information.

The error message:

IND-032-04 - SpousePriorYearPIN or 'SpousePriorYearAGIAmt in the Return Header must match the e-File database.

Best answer by racer_x_9

agreed. I am having the same issues in 2021. turbo tax makes a lot of money to not fix this issue. very frustrating.

Every year I file taxes with turbo tax for my inlaws. My father-in-law passed in 2019 and the return was rejected with IND-031-04.

I read a forum from last year where the solution was to put the surviving spouse name first. As soon as I did this it was accepted.

https://ttlc.intuit.com/community/taxes/discussion/rejected-2019-return-based-on-my-deceased-spouse-...

Others from last year reported that submitting on Freetaxusa.com they efiled and it was accepted. I don't know why the problem is happening with turbo tax. Seems like they should fix the problem if there were 13 pages last year with multiple people having the same problem. And more people having the problem this year. Try putting the living spouses name first and report if the return was accepted so others will know. Good luck all!

Show previous replies

ERA-37

My token # is 742721. It looks like TT had this problem over a year and have not resolved the issue.

Discipulus

I had gotten a message that the issue for TY2019 was fixed but that didn't come until well after the extended filing deadline and we didn't want to have to file an extension over this. Ultimately ended up going to Free Tax USA to file my parents taxes due to this issue and the eFile went through without any issues, proving this issue is definitely on the Turbo Tax side and not an IRS issue.

Since I already filed the taxes via an alternative system I never got to see if this was really fixed or not. Good luck to anyone still facing this issue.

ERA-37

Problem still not fixed. Still broke.

derscott

Hard to believe this bug has finally been fixed, over a year after I posted in this thread. Seems like my guess way back then was pretty close:

"My guess is that TT is simply not sending the AGI and/or PIN for a deceased spouse on a joint return in the 2019 version of the software."

PAT Services

I don't know why people don't reference IRS publications when answering questions here. It would help when there is contradictory responses.

The IRS has ALL the answers.

Read PUB 559. When and Where to file. It states,

"Generally, you must file the final income tax
return of the decedent with the Internal Revenue Service Center for the place where you live.
A tax return for a decedent can be electronically
filed. A personal representative also may obtain
an income tax filing extension on behalf of a decedent. " Pg 4 of IRS Pub 559

https://www.irs.gov/pub/irs-pdf/p559.pdf

rich141

2021 Federal filed with no problem.. Attempted to file an amended Federal and has been rejected due to my wife passing away in December 2021. Opened amended return as directed and there is no information as what to do.