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Level 3
April 9, 2025
Question

PA tax return for deceased (married) taxpayer

  • April 9, 2025
  • 1 reply
  • 4 views

Any Pennsylvania preparers out there?  How do you file the PA return when the taxpayer died in 2024 (and spouse is still living)?  I read another thread on here from 2020 that gave options of switching taxpayer and spouse on the federal and PA returns.  Since this could be tedious, another suggestion was to file federal jointly and PA separately.  Is this allowed?  And what is the best way to go about doing this in ProSeries?  

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1 reply

sjrcpa
Level 15
April 9, 2025

Check the PA instructions. I think they now require separate PA returns in this situation.

The more I know the more I don’t know.