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Start JOINT tax return

MontvilleCPA
Level 2

Having difficulty starting JOINT filing of 1040.  Add new client, but found no place to include SPOUSE.

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6 Replies 6
itonewbie
Level 15

When you create a new client, you enter only the details of the taxpayer.  Data for spouse is to be entered only on the tax return itself.

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Still an AllStar
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George4Tacks
Level 15
My guess > You did not select 2=Married Filing Joint in the top of the Client Information section.

ex-AllStar
itonewbie
Level 15

@George4Tacks  Knew there's a reason why you get better grades in the Friday class!

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George4Tacks
Level 15
But this is Monday! I am confused.

ex-AllStar
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itonewbie
Level 15

The Friday mind-reading class that has been suspended due to COVID-19. 😁

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Still an AllStar
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George4Tacks
Level 15

But I got my shot, so I will be immune to all variants!

NOT!!!!


ex-AllStar