alds125
Level 1

How can I combine prior year information for clients that married in the current year?

0 Cheers
sjrcpa
Level 15

Manually. Start with the most complex one and add the info from the other one.


The more I know the more I don’t know.
abctax55
Level 15

Be extra careful to track/tag all things taxpayer vs spouse that are important [like W-2's, 1099-R's (maybe) Sch C's, Sch E's (maybe...) Sch F...] 

HumanKind... Be Both