Filing as surviving spouse claiming refund

Forum|Forum|3 years ago
July 21, 2023
1 reply
13 views

I'm sure I saw people whining about this issue earlier in year but can't find it... Intuit changed their Efile stuff for surviving spouse.. (used to be simple)

Spouse is filing jointly as surviving spouse claiming refund. TP date of death in Info worksheet (and shows filing as surviving spouse on 1040 signature line, as it should........

Error on EF info worksheet...Regardless of how I answer questions on pg. 2 EF info worksheet Q1 (should be no) errors are present.

Intuit tech support doesn't know.

Thanks

ProSeries Professional

This topic has been closed for replies.

Best answer by IRonMaN

Have you tried swapping which spouse is the taxpayer and which is the spouse on the information worksheet?

IRonMaNAnswer

Level 15

Have you tried swapping which spouse is the taxpayer and which is the spouse on the information worksheet?

Slava Ukraini!

Skylane

Author

Intuit Community Champion

Never mind... it was whining about an unrelated attachment. the decedent questions work fine.

If at first you don’t succeed…..find a workaround

Just-Lisa-Now-

Intuit Community Champion

That stupid unrelated attachment that triggers on one of the EF worksheets tripped me up too!! It makes you think its related to the 1310 or the surviving spouse or something related to the deceased...its a poorly designed error message!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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