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Taxpayer & Spouse in Link
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icerider
Level 2
01-09-2024
08:25 AM
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It seems that Link only allows us to send the organizer (questionnaire, document list, etc.) to one spouse for taxpayers that are married file joint? Is this correct or am I not seeing some instructions?
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itonewbie
Level 15
01-10-2024
04:51 PM
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This is a real limitation. If you must, ask your clients to set up a common email account just so that both can access Intuit Link.
I recall that Intuit said last year they were working on this but it's apparent from the tax readiness conference today that this enhancement didn't make it into this year's rollout.
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Still an AllStar
Still an AllStar
IntuitGabi
Moderator
01-17-2024
03:35 PM
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Thanks for the feedback! Continue to leave your votes and comments on this related topic in the Idea Exchange: Option for two individuals to sign in to one Intuit Link account
