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Level 3
March 13, 2022
Solved

husbands died in 2020 how to make spouse a single primary taxpayer or have to start a brand new return?

  • March 13, 2022
  • 2 replies
  • 18 views

can I continue with the actual carryover or do I have to make a brand new return for the spouse?

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Best answer by dd4vols

in proSeries Professiional. if you fill out the date of death part on the info wkst (right below age), in the year of death, it will bring only the spouse over to the next year's return. But yiou have to select her new filing status (i.e single, HOH, etc)

2 replies

dd4vols
dd4volsIntuit Community ChampionAnswer
Intuit Community Champion
March 13, 2022

in proSeries Professiional. if you fill out the date of death part on the info wkst (right below age), in the year of death, it will bring only the spouse over to the next year's return. But yiou have to select her new filing status (i.e single, HOH, etc)

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IRonMaN
Level 15
March 13, 2022

Sometimes you have to be really brave and run with some reasonably sharp scissors.  If you transferred and it didn't work, all you would have had to do was delete the transferred file and go to plan B.  Sometimes living on the edge saves a little time instead of spending time posting and waiting for a response here.

Slava Ukraini!