GlobalOne

In the years after a Taxpayer dies (in a married filing joint return) the spouse is moved to the taxpayer slot but the "spouse first name" cell does not change and the taxpayer first name and the spouse first name are the same. Can this be fixed so that the spouse first name cell is erased in the year following a taxpayers death?

Status: New
Vote now if this is a good idea
Comments
Level 15
Level 15

Interesting, I have not experienced this.   You're using ProSeries Professional or Basic?

Level 2

Professional.

The only reason I notice is because I export the homebase view to prep letters to send to clients in January.