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- ITA - client's name listed on tax planning reports
ITA - client's name listed on tax planning reports
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TaxAnn
Level 2
07-14-2022
06:22 PM
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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.
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Intuit_Marisol
Employee
07-15-2022
06:58 PM
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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.
