lyndaj0331
Level 4

I do not know how to open a file from basic in pro; however, I had an idea, and I did try it, but it didn't work exactly as I had planned.  I entered the Taxpayer info, opened the What if, copied everything from column 1 to column 2 and then unchecked that box.  I set column 2 to MFS.  Went back and entered all the spouses info which changed the information in column 1.  I thought i would then just be able to subtract column 2 from 1 and get the correct info for column 3 which i also set as MFS.  Well, that didn't work.  While the numbers in column 1 changed, it automatically copied them into column 2 even though I unchecked the box for that.  I probably did something wrong, but i thought it was a good idea.  Anyway, I did it the hard way and determined that, in this particular case, they did benefit from filing separately.  What i am really upset about is that i do not know why I have a subscription for ProSeries Basic and do pay per return in pro for my business returns.  I guess I did not realize that I could do 1040 returns in pro.  Too late now.  Would also love to be in pro in order to determine which clients are affected by the unemployment issue without having to open each one.  Live and learn! Thank you for your suggestions.  Much more helpful than another response.

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