ITA - client's name listed on tax planning reports

TaxAnn · ‎07-14-2022

Hi a client of mine is getting a divorce in 2022. When 2021 returns data being pulled in to generate tax planning reports, how could we change the client's name listed on the report? Thanks.

Intuit_Marisol · ‎07-15-2022

Thank you for taking the time to give us your feedback, we are currently working to add a different name for the spouse for the new year. Currently you would have to split the return, or make a copy with the name of the correct taxpayer, then create the tax plan.