Remove deceased dependents on transfer

[lefty]

I had an unsettling and avoidable interaction with clients who were grieving the loss of a child. I had entered the DOD in the 2020 return and PS still transferred the deceased child to 2021.

Not only should anything that goes away in a final and permanent way be removed but especially something that can cause harm like this. I can think of no reason to keep the deceased in the return. 

Intuit please have some decency and take care of this.

[taxes96786]

Delete the dependent from current year. 

[lefty]

I should be more clear the "harm" was not income tax related. I asked the client for Child care expenses because the child was still in return and then I realized child was deceased.  I'm not sure but the checklist I sent out probably asked too. My request to Intuit is to make sure we don't bring up the loss of child over and over unnecessarily, not to mis-file a return with a dependent that no longer exists.  

[taxes96786 · Accepted solution]

use the note option on the dependent line to remind yourself from year to year that there is no longer a dependent.

I use the notes option so I don't have to keep looking up the same info from year to year. I enter things like mortgage account #s, 8829 % of use of home, etc on the appropriate line of the return. Comes in handy as a reference.

[lefty]

I have been meaning to use notes more effectively.

Great suggestion.

Thanks,