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Is it possible to merge two returns when rolling forward to the next year? I had 2 clients who were previously single returns, got married and are now filing jointly.

landers-megan
Level 1
Would be great if I didn't have to manually combine carryforward items, etc.
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2 Comments 2
Accountant-Man
Level 13

That would be great, but I know of no tax software that does it.

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IRonMaN
Level 15

Keep the most complicated of the two returns and add the spouse to that return.


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