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Returning Member
posted Mar 18, 2022 10:43:35 AM

Change in marital status Quebec TP1

I am using TurboTax Premier (download) edition to prepare Federal and Quebec returns.

 

I am preparing tax returns for my mother, who was widowed last spring. Her status in her 2020 tax returns was "married";  when I process her return for 2021 and indicate marital status "widowed", with a change in February 2021, the Quebec TP1 shows her status at Dec 31 2021 as "had a spouse". If I go directly to INFOWS and remove her "previous" marital status to blank, the TP1 correctly shows "did not have a spouse", but I get errors during the review, saying I need to indicate previous year status and date of change . . . . and then the whole cycle begins again (changes to "had a spouse", etc.).

 

I tried (a) transferring data from 2020 return, and (b) creating a return from scratch, and am not able to get around this issue. Any suggestions?

 

 

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2 Replies
Moderator
Mar 24, 2022 11:41:59 AM

 

Please contact our phone support team at 1-888-829-8608 as they will be better able to assist you.

 

Returning Member
Mar 27, 2022 2:45:17 PM

I just figured out (in the small print) that for purposes of Quebec income tax return, if you had a spouse Dec 31, 2020 and the spouse died in 2021, you "had a spouse" on Dec 31, 2021.