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March 11, 2024
Question

Me and husband previously file (married filling separate) he passed away this year My question is how do I file for this year?

  • March 11, 2024
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1 reply

SharonD007
March 11, 2024

If your husband passed away in 2023, you can file using Married Filing Jointly (MFJ) or Married Filing Separately (MFS).  If you don't file a joint tax return, you may have to file a final tax return for your spouse using MFS filing status. 

 

If your husband passed away in 2024, you will still use either MFJ or MFS for your 2023 taxes that are due by April 15.

 

If you're unsure of completing your own taxes, you can select TurboTax Live Assisted, which includes on-demand help from a tax expert or Full Service, where an expert prepares your taxes.  Here's the link to get started with TurboTax.  You can select the situations that apply to you (such as: I have a job, I own a home, I own rental property) and TurboTax will give you options.  You also have the option to Start for free and based on your responses, TurboTax will inform you that you need to upgrade to another version.

 

For additional information, ‌ review the TurboTax article Death in the family and the IRS article File the Final Income Tax Returns of a Deceased Person.

 

Please accept my condolences for your loss.

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