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Removing Dependents


📚 What This Guide Covers

This guide explains the correct procedure for removing a dependent from a tax return. Simply clearing their data is not enough; you must follow these steps to prevent e-file rejections.

📊 Step-by-Step Guide

Step 1: Clear Dependent Data

Start by removing the personal information for the dependent.

Navigate to the Main Information section of the return and delete the information for the dependent you wish to remove.

Step 2: Delete the Row

You must explicitly delete the row to ensure no "ghost" data remains.

Right-click on one of the empty fields in the section where the dependent's information was located, then select Delete Row from the menu.

⚠️ Why This is Important

Explicitly deleting the row ensures that the e-file record is clean. If a row is left "empty" but not deleted, the software may attempt to transmit a partial record, leading to an e-file rejection for missing dependent information.

Deleting a Row in SureFire

📞 Still Need Help?

If you are encountering e-file rejects after removing a dependent, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: install