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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.
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Delete the dependent from current year.
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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.
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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.
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I have been meaning to use notes more effectively.
Great suggestion.
Thanks,