- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Hello
I have individual returns from prior years for two clients. They are now married. Can I merge the two returns
Best Answer Click here
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Nope..
Pick the most difficult one, then add the info from the 'less difficult' return.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Pick the one most likely to stay with you after the split. Usually the one who's been with you longer.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
How cynical you are🙄
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
@abctax55 "How cynical you are"
Hope for the best, plan for the worst.
We wouldn't be in such a mess if those in charge practiced that.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
@BobKamman - that's the way I've always approached things.
If you run for president, I'll vote for you 😆
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
If the most difficult one is the female, do I leave her as the taxpayer and add her husband as the spouse or can I switch the names in her file?
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
The IRS doesn't care if the chick or the dude is listed first. IF you do switch, TRIPLE check everything to make sure the T & S assignments are correct (W-2's, Sch C, E or F, carryovers...).
