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January 6, 2025
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Vincent died 9 16 2024 can I still use this same acct as surviving spouse, we have filed joint tax for several years.

  • January 6, 2025
  • 3 replies
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Vincent and Joanne filed jointly using TURBO Tax, can I use the same account for 2024 since Vincent passed away 9 16 2024?
    Best answer by xmasbaby0

    Very sorry for your loss.  For the year that your spouse died, you can still file a joint return.  That way, you will get the married filing jointly standard deduction of $29,200 (+ $1550 for each spouse 65 or older) which will lower the amount of income you are taxed on.

     

    In My Info, you will need to indicate that your spouse died. When his name is in My Info,  there is a screen early in the interview that asks "Do any of these apply to [name] ?’” where you will do that, and then a drop down will appear where you can enter the date he passed.

    If you have qualifying dependent children you will be able to file as a qualifying surviving spouse  (QSS) for the next two years after this tax return.  Post back if you need further help.

     

     

    https://blog.turbotax.intuit.com/tax-planning-2/tax-implications-for-taxpayers-who-have-lost-a-spouse-45419/

     

    3 replies

    xmasbaby0Answer
    Employee
    January 6, 2025

    Very sorry for your loss.  For the year that your spouse died, you can still file a joint return.  That way, you will get the married filing jointly standard deduction of $29,200 (+ $1550 for each spouse 65 or older) which will lower the amount of income you are taxed on.

     

    In My Info, you will need to indicate that your spouse died. When his name is in My Info,  there is a screen early in the interview that asks "Do any of these apply to [name] ?’” where you will do that, and then a drop down will appear where you can enter the date he passed.

    If you have qualifying dependent children you will be able to file as a qualifying surviving spouse  (QSS) for the next two years after this tax return.  Post back if you need further help.

     

     

    https://blog.turbotax.intuit.com/tax-planning-2/tax-implications-for-taxpayers-who-have-lost-a-spouse-45419/

     

    **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.**
    VolvoGirl
    Employee
    January 6, 2025

    Yes you can still file a Joint return for 2024.  Then 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.

     

    For next year 2025 tax return you should start a new account and not transfer from 2024.

    DoninGA
    Employee
    January 6, 2025

    Since your spouse passed away in 2024 you can file your 2024 tax return as Married Filing Jointly.  So you can use the same TurboTax online account that you used for 2023 for the 2024 tax return.