New Client Got Married

[Holistic Budget]

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:

1. It is hard to update capital gains from last year to the projected current year. 
2. Where is the input for a new spouse? 
3. Where is the input for state taxes withheld? 
4. Where is the MFJ vs. MFS comparison? 
5. 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? 

[George4Tacks]

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.

[jfragnoli]

I agree about the re-calc. We need an option to re-calc continuously or to re-calc upon completion of the edits.