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terre
New Member

My husband died in July, 2016. Instead of saying, "Hi Charles, welcome back" could you please change it to say Paula?

 
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2 Replies
GabiU
Level 15

My husband died in July, 2016. Instead of saying, "Hi Charles, welcome back" could you please change it to say Paula?

We're sorry to hear about your loss.
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My husband died in July, 2016. Instead of saying, "Hi Charles, welcome back" could you please change it to say Paula?

Sorry, but there is no easy way to do that without starting a new account.

The software assumes the first person listed is the person preparing the tax return.......and in Your situation , you cannot switch the positions between the two of you.......doing so will mess up your tax file in a major way.

You can file with him listed for for 2016, but for 2017 Next spring), you should start a brand new account with a new UserID and password.  (and you won't want to transfer your data from your 2016 file to 2017 either....that will screw things up)

_____________________________

make sure you download PDF copies of all your old tax returns from this account this summer when things quiet down...because after October, you may not get free access to those old files  (and please back them up into an offline memory stck or CD)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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