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Author: mectecinc One star, 50 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121261  
Subject: Re: Filing status when spouse dies Date: 3/30/2012 12:53 PM
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RB,

Sorry for your loss. I went through this with Turbotax in 2007. If everything is entered properly this year, next year turbotax will handle the transition perfectly. As for this year (based on my experience), turbotax should be printing the name of the deceased and the date of death at the top of the Form 1040. On the signature line, it will print "Filing as surviving spouse". It should also print the estimated tax vouchers with your mother's name and SSN automatically.

It may get a little more complicated with the state depending on your state. In my case at the time, Pennsylvania required a separate final return for my father. My mother had to file a separate return for herself. In addition, in order to avoid an underpayment penalty on my mother's return, you had to file a special form with the state to transfer the remaining unused tax deposits from my father's tax account to my mother's new tax account. As I recall, Turbotax did not support that form.
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