Holistic Budget
Level 1
07-01-2022
11:54 AM
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Hello all!
I am new to Beta testing but thought I would provide some details about a case I am working on. I have a client who got married in 2022. Here are some of the issues I ran into while trying to update the client's info:
- It is hard to update capital gains from last year to the projected current year.
- Where is the input for a new spouse?
- Where is the input for state taxes withheld?
- Where is the MFJ vs. MFS comparison?
- Point of concern: whenever I update a box in the W-2, it auto-recalculates, which takes a lot of time. Maybe there should be a feature to re-calc once the practitioner is done with entering in all the data?
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George4Tacks
Level 15
07-01-2022
12:27 PM
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Which software are you using?
Generally select the person that has the most data to be the taxpayer, then add the other as a spouse.
Answers are easy. Questions are hard!
Generally select the person that has the most data to be the taxpayer, then add the other as a spouse.
Answers are easy. Questions are hard!
jfragnoli
Level 1
07-05-2022
09:37 AM
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I agree about the re-calc. We need an option to re-calc continuously or to re-calc upon completion of the edits.
