6864

[#1]

The following diagnostic is generating:

The year of the spouse's date of death must equal either {CurrentTaxYear} or {NextTaxYear}.

Solution:

This diagnostic is triggered when entering a spouse’s date of death that does not fall within the current or next tax year. For example, if you're preparing a return for 2024, the software expects the spouse’s date of death to be in 2024 or 2025. If the entered year is earlier (e.g., 2022), this diagnostic will appear.

[sjrcpa]

You could try it.

[strongsilence]

The DOD prints at the top of the 1040, which can be corrected on the client copy but not the filed copy. I foresee delays in doing that workaround.  The trustee doesn't seem to be in a hurry, but I don't want legal fees to pile up, and I want the estate closed as soon as possible.

[strongsilence]

Tech support said that I need to use IRS Free File to file this tax return.

[strongsilence]

Think this is the solution.  I will input a date needed to clear diagnostic 6864 and e-file the tax return.  I will override the text box at the top of Page 1 of the 1040 to list the actual date of death. 

[Typicray]

Thank you for sharing, I ran into the same issue today.