PA 40

Forum|Forum|2 years ago
September 28, 2023
2 replies
20 views

Why is Pro Series still requiring separate PA state returns when the taxpayer passed away during the tax year. If the taxpayer passes away, Pro Series is still requiring a separate PA state return for the taxpayer and spouse. I attended a PA Tax Seminar this week and the representative from the state said that has not been a requirement for about 5 years. It is time consuming to do two state returns when it's not necessary.

ProSeries Professional

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PATAX

Level 12

Connie you can do it joint in Pro Series professional. They may state that in their instructions or wherever but you can file a joint return in the year of the death with Pro Series professional. I believe you have to make the survivor the primary taxpayer, I.E. the deceased taxpayer becomes the secondary taxpayer or spouse.... I just checked and my aforementioned comments are correct. Hope this helps.