Is it possible to merge two returns when rolling forward to the next year? I had 2 clients who were previously single returns, got married and are now filing jointly.

landers-megan · ‎10-05-2022

Would be great if I didn't have to manually combine carryforward items, etc.

Accountant-Man · ‎10-07-2022

That would be great, but I know of no tax software that does it.

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IRonMaN · ‎10-07-2022

Keep the most complicated of the two returns and add the spouse to that return.

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