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Tim1952
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Transfer of information from prior year, different taxpayer status

I prepare returns for my parents.  Joint return for 2017 prepared on basis of Mother filing as surviving spouse as her husband passed away April, 2017.   Now, when i try to populate 2018 return and transfer information from last year's return, TT shows both names as taxpayer and will not let me edit to reflect only mother's name as taxpayer.  Suggestions?

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Accepted Solutions

Transfer of information from prior year, different taxpayer status

Sorry you have to start a new return for her alone as Single and not transfer from last year.  Start over, go to File-New and do not transfer.  Say Continue without Transferring.

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1 Reply

Transfer of information from prior year, different taxpayer status

Sorry you have to start a new return for her alone as Single and not transfer from last year.  Start over, go to File-New and do not transfer.  Say Continue without Transferring.

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