Skylane
Level 11
Level 11

@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