Entering the Personal Representative for a deceased taxpayer in ProConnect Tax

To setup the information for a deceased taxpayer who is not MFJ:

1. Go to Input Return ⮕ General ⮕ Client Information
2. Scroll down to Taxpayer Information section
3. Enter the Date of Death
   • This will print "Deceased" with the taxpayer's name and the date of death" along the top of the tax return
4. Go to General ⮕ Misc. Info./Direct Deposit
5. Scroll down to the Miscellaneous section
6. Complete the entries in the Personal Representative subsection