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    married filing joint after filing separately

    alds125
    Level 1
    ‎02-03-2024 08:05 AM

    How can I combine prior year information for clients that married in the current year?

    0 Cheers
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    2 Comments 2
    sjrcpa
    Level 15
    ‎02-03-2024 10:13 AM

    Manually. Start with the most complex one and add the info from the other one.

    The more I know, the more I don't know.
    Reply
    abctax55
    Level 15
    ‎02-03-2024 10:55 AM

    Be extra careful to track/tag all things taxpayer vs spouse that are important [like W-2's, 1099-R's (maybe) Sch C's, Sch E's (maybe...) Sch F...] 

    HumanKind... Be Both
    Reply




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