CHANGING STATUS

Forum|Forum|2 years ago
November 11, 2023
3 replies
18 views

Hi everybody.

I changed my client status from Married filing separately to head of households, but Proseries does not allow me to e-file. Should client to mail it or we can remove the e-filing error?

I think we have 8 days left to e-file.

I am hoping someone can help me.

ProSeries Professional

This topic has been closed for replies.

Best answer by Just-Lisa-Now-

There were some years of amended returns that you were not allowed to EF if you had a filing status change....sounds like thats the issue. Paper filing is your only option.

Just-Lisa-Now-

Intuit Community Champion

Changing the filing status shouldnt disallow EFiling. Use the Review button and read the diagnostics, WHY cant it be EFiled? Is there an error somewhere?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

George4Tacks

Level 15

Just a guess. Change back to MFS and delete the spouse, then change back to HoH and see if it clears the error. Another possibility is that as MFS there are entries tied to a spouse that need to be cleared.

Answers are easy. Questions are hard!

T

TaxGuyBill

Level 15

Is this an amended return? If so, what year?

As Lisa said, how exactly does it not allow you to e-file (if there is an error message or a rejection message, what is it)?

HOPE2Author

Level 7

Yes this is an amended. And Error says:

Just-Lisa-Now-

Answer

Intuit Community Champion

There were some years of amended returns that you were not allowed to EF if you had a filing status change....sounds like thats the issue. Paper filing is your only option.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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