primary tp dies 2023, surviving spouse needs to file pa. PA now allows filing a joint return but i read it that surviving spouse must be listed as primary taxpayer. Does this mean i need to create a separate pro series file and switch everything around for pa?
seems like there should be a check the box to switch but im not seeing any
I use the same file as before for both Federal and Pa. I make the surviving taxpayer the primary taxpayer, and the deceased taxpayer is the spouse, for both Federal and Pa. Then I make sure right social security number is used for each, I think software will prompt you if social security numbers dont match, like on 1099r worksheets, and then you just match this up. It has worked for me, but you do what you want to.
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