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- Taxpayer died in 2024. How do you get estimates to post to spouse tax ID when paid electronically through Lacerte?
Taxpayer died in 2024. How do you get estimates to post to spouse tax ID when paid electronically through Lacerte?
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CECIII
Level 2
yesterday
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Setup estimates to be drafted as done in years past, apparently the estimates are being credited to the deceased taxpayer's SSN as spouse received a letter from the IRS requesting future payments be designated under spouse tax ID. Cannot find the setting apply estimated payments to spouse Tax ID.
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