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Level 2
April 1, 2026
Solved

How is surviving spouse treated in Lacerte for the first year after death of spouse?

This is just a question on mechanics.  Taxpayer and spouse filed joint return in 2024 (year of death for taxpayer).  When I brought the return forward to 2025 it brought the spouses forward but kept her as spouse.  I am not sure if I did it correctly or if I need to do anything special.  Do I keep the classification of her items as spouse for comparison purposes or since it is a single return, change it to taxpayer?

George4Tacks
Level 15
April 1, 2026

Change spouse to taxpayer. Be careful none of the input stays as linked to spouse. I think changing filing status to single will take care of it, but have not confirmed.

Answers are easy. Questions are hard!

2 replies

George4Tacks
Level 15
April 1, 2026

Change spouse to taxpayer. Be careful none of the input stays as linked to spouse. I think changing filing status to single will take care of it, but have not confirmed.

Answers are easy. Questions are hard!
bill_mdAuthor
Level 2
April 6, 2026

thanks.