crest404
Level 2
04-27-2020
09:51 AM
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PA 40; I have a client with a spouse who deceased in 2019. Pro Series will not allow a joint return even though PA now allows a joint return under these circumstances. Any work around?
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dascpa
Level 11
04-27-2020
10:08 AM
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From HomeBase highlight the client. Go to File Menu and scroll down to Do a MFJ Split. This will create two separate returns (now you will have 3 returns - joint, TP, SP). Delete the separate return for the spouse who is still alive. Then go into the deceased spouse separate return, make sure it is accurate and then file only the PA return by itself.
stuartkatzcpa
Level 2
05-08-2020
12:11 PM
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switch the taxpayers' in the information worksheet
Make the surviving spouse the taxpayer and the deceased spouse the other taxpayer
