Primary taxpayer (husband) passed away in 2024. 2024 tax filing was as surviving spouse (wife). When filing for 2025 there is no way to remove husband. Listing date of death only allows 2025 or 2026. Please advise.
That worked. I didn't realize there was an empty spot in suffix drop-down menu. Thanks.
Hello BC-5149! I am so sorry for your loss. I'm happy to help you get this sorted out.
Since your husband passed away in 2024, his information does not need to appear on the 2025 tax return at all. The date-of-death field in the software only allows 2025 or 2026 because those are the only years relevant to the current return. The way to remove him is to update the main taxpayer to your name. Here are the steps to follow:
1. Select the Personal tab and select Taxpayer Information from the drop-down menu.
2. Update the primary taxpayer information to reflect your own details.
Once those steps are complete, the return will reflect only the surviving spouse as the taxpayer. Please let us know if you have any additional questions.
I tried that as well, but it won't allow me to remove the Jr. suffix from my husband's name and I'm not a Jr! Please advise. Seems that the software would allow you to delete the name all together. If I was able to get this down, how would I then remove my information as current "spouse"
