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FWIW ... the name should appear for the first tax statement after the person dies, as this is needed for the estate's income tax filings.[/quote] Yes, thanks for the tip and that's what we were doing. Had printed the statements and now I wanted to change the records for next year. - I appreciate you...

Nope, it was a real question BUT as soon as I posted it my mind was free enough to find the answer myself! But in case others have the same issue, here is the solution: For a deceased person's name no longer to be used for tax statements, you have to delete their envelope number (i.e. change it to z...

Hi there: I am trying to get the first name of a deceased spouse off the tax statement. I suceeded in changing the name fields in the database and that works for labels, etc. Only on the tax statement the first name of the deceased person continues to show. - How can I change that? Thanks for any he...