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June 6, 2019
Solved

Transfer of information from prior year, different taxpayer status

  • June 6, 2019
  • 1 reply
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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?

Best answer by VolvoGirl

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.

1 reply

VolvoGirl
VolvoGirlAnswer
Employee
June 6, 2019

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.