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My client got married in 2018 and will go from filing a single return to a joint return in 2018. How do I deal with the name change on ProSeries?

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Level 15

Just type in the new name.  As long as she has notified Social Security of the name change, life should be good.

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.

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Level 15

Just type in the new name.  As long as she has notified Social Security of the name change, life should be good.

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.

View solution in original post

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Level 11
Level 11

Yep. If you have both clients......pick the more in depth client and just add/integrate the other into it. 

Use "save as" and it'll save to new last name....just as IRonMaN above indicated.

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