Editing Filing Status and Family Details

Expand the filing status box to change filing status, dependents, and eligibility for age-related deductions

Use this section to see the impact of different filing statuses, as well as to indicate when a taxpayer may be eligible for additional amounts to the standard deduction for age (over age 65) and blindness. This is important if you wish to show multiple years and your client becomes eligible for the age-related deduction in a future scenario.

You can also use this section to edit the number of total dependents for child tax credits and other credits. Because any scenario that is generated by copying from the original return will carry over all information, editing this section when a child ages out of eligibility for the child tax credit will be important for accuracy.