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Entering the Personal Representative for a deceased taxpayer in ProConnect Tax
by Intuit•1• Updated 3 months ago
To setup the information for a deceased taxpayer who is not MFJ:
- Go to Input Return ⮕ General ⮕ Client Information
- Scroll down to Taxpayer Information section
- 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
- Go to General ⮕ Misc. Info./Direct Deposit
- Scroll down to the Miscellaneous section
- Complete the entries in the Personal Representative subsection
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