hello we might know where our issue went wrong, and i type here because something may have changed.
i do not have confirmation that i know what is wrong, but i am led to believe that my deceased father could have been the primary on the pa40.
our issue, and its not confirmed but it sure seems to make sense, is that turbotax seems to have removed my moms name from the pa40 and both me and her managed to miss it. her social is still on the top, joint is still marked, deceased is marked, somehow Ive been driving tax people crazy for weeks and it wasnt till i was just now told that filing under my father as primary is fine (if i dont misunderstand) that i went back and finally saw that her name is not on the pdfs i have saved. also i havent fully tried all means but at least on the pdf and what ive tried so far i cant type it in, but more ways left to try.
dont listen to me, there are real tax people here, but if im understanding right, this could affect others
edit: yeah, as far as i can understand, gettingan email about generics, not specifics from a local tax office "In general terms, a couple can file jointly and just indicate on the PA-40 that the taxpayer (meaning the primary) has passed. The Department of Revenue will process the return for that year and the surviving spouse can then file single for the follow years" andas faras i can tell, going back into turbotax 2021, it isnot letting me add in my mothers or any secondary name
