LizPS
Level 4

In 2020 and 2021 I did 2 people's returns in ProSeries Basis.  In 2022 they got married.  Can I merge their files so I don't have to rekey all the spouses details and not lose the history?

 

 

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Terry53029
Level 15
Level 15

Nope

IRonMaN
Level 15

Terry's answer was a little long so I can give you a shorter answer if you like -------- no.

Take the client file with the most data and use that one for the joint return.


Slava Ukraini!

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