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ITA - client's name listed on tax planning reports

TaxAnn
Level 1

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.

1 Comment 1
Intuit_Marisol
Employee
Employee

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. 

0 Cheers