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C
crest404
Level 2
April 27, 2020
Question

PA 40 Joint return with a deceased spouse

  • April 27, 2020
  • 2 replies
  • 0 views

PA 40; I have a client with a spouse who deceased in 2019. Pro Series will not allow a joint return even though PA now allows a joint return under these circumstances.  Any work around?

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2 replies

dascpa
dascpa
Level 11
April 27, 2020

From HomeBase highlight the client.  Go to File Menu and scroll down to Do a MFJ Split.  This will create two separate returns (now you will have 3 returns - joint, TP, SP).  Delete the separate return for the spouse who is still alive.  Then go into the deceased spouse separate return, make sure it is accurate and then file only the PA return by itself.

S
stuartkatzcpa
Level 2
May 8, 2020

switch the taxpayers'  in the information worksheet 

Make the surviving spouse the taxpayer and the deceased spouse the other taxpayer 

 

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