Level 2
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Step 1: Transferred client from 2019 to 2020 Step 2: In clients tab on the left panel clicked on the client I wanted to edit Step 3: client name is listed on top left and on the top right there is the ability to edit Step 4: click on edit and pop up screen lists all the profile data for deceased husband and the first and last name labels have a red * Step 5: the screen goes blank and I enter the spouse who is now the primary and only taxpayer and I get a notation at top of screen ! We were unable to update existing client. Is that helpful?