TT Deluxe Desktop Version, Windows:
I was the Primary on our joint 2020 return, my spouse died in Feb. 2020 thus he had to be listed secondary. In the 2021 software, TT auto filled my personal info correctly as Single, Widow. My late husband is correctly NOT listed. There is a red exclamation mark in the Forms column next to my SSA-1099. All my entries are correct (I entered them using Step-by-Step). Under a column for Spouse, several boxes are highlighted in yellow. I had no Spouse in 2021 so why the red exclamation mark? What can I do to override it?
There are also four other 1099s in the Forms column with red exclamation marks but they are blank except for my name at the top of each. How can I remove these Forms since the accounts that existed in early 2020 were closed and consolidated into one in my name. I have one 1099-R for that company but TT shows four other blank forms with red exclamation marks. Thank you to anyone who can solve my problem.
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Go to forms mode:
With regard to the 1099's that are blank. In the left pane click on the 1st one and it will appear in the right pane.
At the bottom of the screen there are 3 buttons: click on the one that says "delete form". Repeat this for the remaining 1099's that don't belong.
With regard to the SSA-1099, bring it up on the right pane. Scan thru it and look for a box that is red. If it is not clear why it is red, then on the left pane at the top click on the octagonal red button. A small box in the right pane will appear with a brief description of the discrepancy and what needs to be done. Clicking on that button again will remove the small box.
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