I’ve confused you. I’m using TT Cd/Deluxe Windows.
When I loaded the software for 2019 returns, my husband was automatically populated as the “Taxpayer” from our 2018 return stored in the same computer. He always did the taxes but was deceased when I filed 2019 returns in July, 2020. When the 2019 return was rejected, I was told I must put my name as “Taxpayer” since he died 02/24/20 and I was filing a 2019 return just before the July, 2020 deadline.
I went back into 2019 Personal Info at the beginning of the Step-by-Step process, changed my name to “Taxpayer”, his name to “Spouse” including correct social security numbers, changed the eFiling Pin to my PIN number. The 2019 returns were immediately accepted. I never looked at or changed any FORMS. I did not know that my becoming “Taxpayer” caused TT to automatically switch our names on all my other entries, too, such as 1099Rs. Why should that info have changed? I was specifically asked during Step-by-Step “Is this John’s or Jane’s 1099-R?” and I plainly indicated each time that his name was on his accounts, my name was on my accounts.
TurboTax switched our names on FORMS. I did not.
How do I start a fresh return without transferring the 2019 information? It does so automatically by virtue of the fact that all our returns are in the computer. How can I stop it from transferring the old information?
It also won’t address my problem of TT refusing to put my IRA cash distribution as taxable. Remember, no matter whose name was on this IRA in 2019, there was no “Basis” whatsoever to carry over into 2020. No FORM 8606 was in the 2019 return. Switching names does nothing to explain why TT will not put an IRA cash distribution on Line 4b when there is -0- tax basis to carryover from 2019.
It took me two weeks to enter all our info on this 2020 return including an extremely long listing of all my husband’s clothing donated to charity. Each item of clothing has to be valued. The list of charitable cash contributions fills a page also. I end up with standard deductions being higher on Federal but I still have to itemize FIRST because itemizing is better when I get to my State return.
