PATAX
Level 15

Dkh yeah I think that's correct... a client took care of this on her own a few months ago. She said she had to jump through a lot of Hoops with codes, etc and had to use her smartphone as well as her computer. She had to send them a picture of her driver's license and then a picture of herself and they verified that that was her. I don't think they asked her too much of what was on the return, I think just her filing status and maybe one or two other things. Thanks to Bob's help,  it sounded like she was chosen because her husband died in 2021, and I made her the taxpayer and her deceased husband the spouse, since this is the way we have to do it for Pennsylvania. Maybe this is what happened to your client? Hope this helps