JOFI
Level 7
Level 7

Does anyone know of any one step solution in ProSeries that allows you to switch the Taxpayer and Spouse such that everything gets switched at once -- all of the Taxpayer's W-2 forms are now the Spouse, and so forth?  Or do you just need to manually change everything?

 

Have a client who wishes to change up who is the Taxpayer and who is the Spouse this year and just trying to optimize my workflow.

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