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Date of death for 2019 return being filed now

gfpstaxes
Level 4

Why can't the date of death for a 2019 return be after 1/28/21?

I'm filing a 2019 tax return for a couple where the wife died 6/27/21. When I put that date in Pro Series, it gives me an error saying that the date of death cannot be later than 1/28/21.  Why is that?

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George4Tacks
Level 15

I did find this related thread https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/date-of-death/00/76184

Uninstalled the program, then reinstalled  was the final resolution. I wonder if Tool Hub might fix it? https://proconnect.intuit.com/community/system-responses/help/fix-common-problems-and-errors-with-th...

 


Answers are easy. Questions are hard!

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8 Comments 8
Just-Lisa-Now-
Level 15
Level 15
weird, I just opened a sample 2019 file and input the DOD for the spouse and it told me the date cant be after 9/2/2020. So I have no clue where they get that date from.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Just-Lisa-Now-
Level 15
Level 15

so I tried it on a few different clients that I still had sitting in pending in the 2019 program, some of them it took the date of death with no problem, other ones it gave me different dates that they couldnt be after.....no clue why!!


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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dkh
Level 15

Curiosity got the best of me, I had to try entering a DOD in one of my files.   The "No Later Than" date is the same as the the EF Center- Pending Tab - Status Date column.

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Just-Lisa-Now-
Level 15
Level 15
Interesting...I rarely pay much attention to that status date column.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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George4Tacks
Level 15

I did find this related thread https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/date-of-death/00/76184

Uninstalled the program, then reinstalled  was the final resolution. I wonder if Tool Hub might fix it? https://proconnect.intuit.com/community/system-responses/help/fix-common-problems-and-errors-with-th...

 


Answers are easy. Questions are hard!
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dkh
Level 15

I can't figure out how that Status Date is determined.    Only reason I noticed it was because I went to the Pending tab to pick a return to test the DOD entry.

gfpstaxes
Level 4

Refresh Updates fixed the problem.

dkh
Level 15

Thanks for that info!   Much better than uninstalling and reinstalling