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Merge 2 clients

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Level 2

We have 2 clients who have gotten married.  Is there any way to merge these two clients into one tax return?

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Level 14

No. Pick the most complicated one and manually add the other's info.


ex-AllStar

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Level 14

No. Pick the most complicated one and manually add the other's info.


ex-AllStar

View solution in original post

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Level 2

That is what I thought.  Thank you!!

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Level 15

AND, triple check that everything is coded correctly as taxpayer vs spouse (W-2's, Sch C's, Sch E's, carryovers.....)  

Been there, done it wrong before 🙂

Former Chump... umm.... AllStar.
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