Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProSeries Tax
- :
- ProSeries Tax Discussions
- :
- PA tax return for deceased (married) taxpayer
PA tax return for deceased (married) taxpayer
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
taxtime527
Level 3
04-09-2025
01:05 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Any Pennsylvania preparers out there? How do you file the PA return when the taxpayer died in 2024 (and spouse is still living)? I read another thread on here from 2020 that gave options of switching taxpayer and spouse on the federal and PA returns. Since this could be tedious, another suggestion was to file federal jointly and PA separately. Is this allowed? And what is the best way to go about doing this in ProSeries?
Labels
1 Comment 1
sjrcpa
Level 15
04-09-2025
10:04 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Check the PA instructions. I think they now require separate PA returns in this situation.
The more I know the more I don’t know.
