Switching Order of Primary Taxpayer and Secondary Taxpayer (Spouse) on Return

Forum|Forum|2 years ago
March 16, 2024
2 replies
8 views

Hi,

I'm working on a 1040 where the primary taxpayer died in 2023. Is there a way to switch the primary taxpayer and secondary taxpayer (spouse) on the return so the spouse becomes the primary taxpayer then deceased taxpayer is secondary?

This topic has been closed for replies.

sjrcpa

Level 15

Not automatically. You get to type.

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

Just-Lisa-Now-

Intuit Community Champion

Why would you need to?

It will automatically move the SP to the TP position on the 2024 return.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Skylane

Intuit Community Champion

@Just-Lisa-Now- .... fwiw, in the past, some states would 'tag' ES payments only to the primary (decedent) taxpayers SSN. When the SP filed single in following year, the State ES payments would get lost.... You'd have to call the State to get the ES payments transferred to the surviving SP account. very annoying!

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

sjrcpa

Level 15

Some states require this in the year of death. I think PA and VA.

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

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