ydaleu
Level 3
‎03-12-2022 11:16 PM

can I continue with the actual carryover or do I have to make a brand new return for the spouse?

0 Cheers
dd4vols
Level 10
Level 10
‎03-13-2022 01:10 AM

in proSeries Professiional. if you fill out the date of death part on the info wkst (right below age), in the year of death, it will bring only the spouse over to the next year's return. But yiou have to select her new filing status (i.e single, HOH, etc)

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IRonMaN
Level 15
‎03-13-2022 10:08 AM

Sometimes you have to be really brave and run with some reasonably sharp scissors.  If you transferred and it didn't work, all you would have had to do was delete the transferred file and go to plan B.  Sometimes living on the edge saves a little time instead of spending time posting and waiting for a response here.


Slava Ukraini!