A system and method for facilitating a transition from being a dependent
of a parent tax filer to being a newly independent tax filer may include
determining if a prior-year dependent will be responsible for filing his
or her own tax return. The system and method may include obtaining
permission from the parent tax filer to offer an evaluation of a tax
program to the newly independent tax filer. If permission is granted,
information relevant to the newly independent tax filer may be extracted
from the parent tax filer's tax information. An invitation to evaluate
the tax program may be sent to the newly independent tax filer on behalf
of the parent tax filer. If the invitation is accepted, the extracted
information may be used to seed a current tax return for the newly
independent tax filer. If not, the extracted information may be deleted.