Ceedee Posted March 17, 2022 Report Share Posted March 17, 2022 My father was (is) the Ufile Family Head. He passed away in 2020 and his final return was filed in that year. When trying the prepare my mother's 2021 return (his spouse), he is still appearing in Ufile as the Family Head. How to proceed to prepare her return solo for 2021? LuckyLea21 1 Quote Link to comment Share on other sites More sharing options...
Curmudgeon Posted March 17, 2022 Report Share Posted March 17, 2022 You have to do a new return for her. Can't delete the family head from a Ufile return. LuckyLea21 1 Quote Link to comment Share on other sites More sharing options...
thetut Posted March 18, 2022 Report Share Posted March 18, 2022 Don't forget to manually add the carry forward amounts from her 2020 tax return. Quote Link to comment Share on other sites More sharing options...
TheTaxSmith Posted April 27, 2022 Report Share Posted April 27, 2022 Unused carry forward amounts, as mentioned by thetut, will also include any unused donations being carried over from the deceased's final return. They are commonly overlooked and forgotten. The unused balance can be claimed by the surviving spouse if needed or just carried forward in their return. Quote Link to comment Share on other sites More sharing options...
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