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Level 3
May 22, 2020
Solved

Merge 2 clients

We have 2 clients who have gotten married.  Is there any way to merge these two clients into one tax return?

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sjrcpa
sjrcpaAnswer
Level 15
May 22, 2020

No. Pick the most complicated one and manually add the other's info.

The more I know the more I don’t know.

6 replies

sjrcpa
sjrcpaAnswer
Level 15
May 22, 2020

No. Pick the most complicated one and manually add the other's info.

The more I know the more I don’t know.
laurelb1Author
Level 3
May 22, 2020

That is what I thought.  Thank you!!