Scenario: Transferred a return from 2018 to 2019.
2018 return has 5 dependents, 4 of which are college age.
I asked taxpayer if the college age kids were FT students, lived with them for 12 months, had education expenses, got 1098-Ts, etc. Then I entered all of the info.
Later, I find out that the oldest two were not FT students, and exceeded the income limit. So, I go to take them off of the return.
I try working backwards, by deleting the 1098-T info first, then un-checking the box on the Gen Info worksheet that indicates the student has qualified education expenses. Then I delete the student info worksheet. ProSeries keeps putting it back.
If I also delete the student (delete the dependent on the info worksheet), it leaves a worksheet that is now “unattached” to a student. Worse yet, it appears that ProSeries has taken data from the remaining valid student worksheets and moved it to "Untitled" Dependent Student Info Worksheets.
Finally, I cannot remove these "untitled" worksheets, either with "CTRL-W" or by opening the worksheet, then going to "Forms->Remove Student Info".
It is the worksheet that cannot be killed! Any help will be appreciated.
Was the "at least half-time student" box checked on the 1098-T ? Their understanding of full-time student may be different from the Code definition.
On the other hand, the kids might demand not being claimed so that they get the $1,200 payment, perhaps along with an education credit.
seen this.. seems to be stuck in loop.. the order of deletion is key
i think the order is delete in order
- 1099-Q, if any
- 1099 - T
- dependent from federal information worksheet
- if student worksheet still there, try and delete it
see if that removes the student worksheet. if not try and click No on top of that worksheet
Agree. I tried to delete in the reverse order that I created.
No 1099-Qs for either. There was one 1098-T, which I deleted.
It will not let me delete the dependent student worksheet. If I do, it just adds one back, even though I removed the two people from the Info worksheet entirely.
I have been in this situation before. Here is what I did:
Remove link of Dependent from 1099-T, then delete 1099-T
In Info Wks, manually delete the constants in each boxes, make the Student Info-D "untitled"
In Student Info-D (untitled), press Ctrl+W
Hope it helps!