Level 11
02-14-2023
10:33 PM
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@Intuitjhaze there's not a whole lot to detail......... on the dependent worksheet there's a field to enter date of death. When DOD is entered the software should delete the dependent from ensuing year when the client is transferred..........
just like it does with a deceased spouse.......... and when 1099R is marked total distribution or do not transfer, W2 etc.
If at first you don’t succeed…..find a workaround