idawkrizman
Level 3
02-27-2022
11:49 PM
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I have a married couple that can benefit if they file separate returns. I have never had to do this, and all the documents are on the Husband's Client account. Is there advice to prepare the separate returns? Do I just copy and change the client or do I have to separate the clients? Is this going to be two returns against my account balance or one?
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George4Tacks
Level 15
02-28-2022
09:17 AM
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You will need to use two credits to create these two SEPARATE tax returns. Be sure to charge appropriately.
Answers are easy. Questions are hard!
idawkrizman
Level 3
03-01-2022
09:52 AM
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It would be nice to be able to use two credits but no have to create three returns - Married Joint then two Married Separately. I did create the two returns. Was hoping for a simpler solution.
George4Tacks
Level 15
03-01-2022
10:19 AM
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I think that you can:
1. Make a copy of the Return and switch TP and SP and use this return for the SP by changing all T & S references in the return.
2. Use your original return for the TaxPayer return. Just change filing status to MFS.
Answers are easy. Questions are hard!
