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married filing joint after filing separately

alds125
Level 1

How can I combine prior year information for clients that married in the current year?

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2 Comments 2
sjrcpa
Level 15

Manually. Start with the most complex one and add the info from the other one.


Ex-AllStar
abctax55
Level 15

Be extra careful to track/tag all things taxpayer vs spouse that are important [like W-2's, 1099-R's (maybe) Sch C's, Sch E's (maybe...) Sch F...] 

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