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icerider
Level 3
Jan 9, 2024 2:25 PM UTC
Question

Taxpayer & Spouse in Link

It seems that Link only allows us to send the organizer (questionnaire, document list, etc.) to one spouse for taxpayers that are married file joint? Is this correct or am I not seeing some instructions? 

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2 replies

itonewbie
itonewbie
Level 15
Jan 10, 2024 10:51 PM UTC

This is a real limitation.  If you must, ask your clients to set up a common email account just so that both can access Intuit Link.

I recall that Intuit said last year they were working on this but it's apparent from the tax readiness conference today that this enhancement didn't make it into this year's rollout.

---------------------------------------------------------------------------------Still an AllStar
    Anonymous
    Jan 17, 2024 9:35 PM UTC

    Thanks for the feedback! Continue to leave your votes and comments on this related topic in the Idea Exchange: Option for two individuals to sign in to one Intuit Link account

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