Deceased Spouse

BC_5149
BC_5149 Member Posts: 3 Newcomer
in General

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.

Best Answer

  • BC_5149
    BC_5149 Member Posts: 3 Newcomer
    Answer ✓

    That worked. I didn't realize there was an empty spot in suffix drop-down menu. Thanks.

Answers

  • JanaA
    JanaA FreeTaxUSA Agent Posts: 175 image
    edited April 3

    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.

  • BC_5149
    BC_5149 Member Posts: 3 Newcomer

    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"

  • TaxMorgan
    TaxMorgan FreeTaxUSA Agent Posts: 130 image
    I am sorry that you are still having trouble with this.

    There is an empty spot above the suffix drop-down menu where the Jr. is entered. You would choose that empty spot for that menu to remove the Jr.

    To remove the spouse information you would simply change the filing status in the software to Single and all the spouse information would be deleted.

    I would recommend that you contact our support team directly through the support center in your account so that we can give you more specific instructions and view the entries in your account if you continue to have difficulty.

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