Hello, sorry to bother, our question is very similar to this one
https://ttlc.intuit.com/community/taxes/discussion/can-a-pennsylvania-widow-file-jointly-for-year-sp...
essentially, my father passed away in 2021 and we filed with him as the primary spouse. PA then came to us looking for my moms PA 40. The above seems to be our best guess why, that we should have filed with my mom as primary.
I am unsure how to proceed though at this point. We paid, does she need to file a PA 40 with 0s since income is already claimed? Is it considered amended? So we file the same PA 40 with the names switched? in which case do we need some form to transfer the payments we already made so we dont pay twice? I am sorry weve been struggling with mypath and pa, and honestly chrome keeps freezing trying to post here and i am just trying to not make more errors trying to help her
thank you for your patience and any help is appreciated.
