nancy2
Level 5

I am preparing a 1040 for the first time.  This is a long term client but I have never prepared the 1040 before this year.  Turns out, they were using ProSeries to prepare their return.  So they sent me their 2023 file.  I have that loaded and converted to 2024.  I do other returns that feed into their return and have for years.  In some instances ProSeries is showing income as due to the Taxpayer and I know it belongs to the spouse.  But I can't find a way to change that.  I am currently working on Sch B.  I tried setting up a new worksheet but that still indicates T and I am unable to change it.  With 1099-NECs I was able to delete the old set up and start fresh and in that case indicate the proper source as S instead of T.  Any suggestions on how to change the other 1099s?  Thanks.

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