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MontvilleCPA
Level 2
February 22, 2021
Question

Start JOINT tax return

Having difficulty starting JOINT filing of 1040.  Add new client, but found no place to include SPOUSE.

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6 replies

itonewbie
itonewbie
Level 15
February 22, 2021

When you create a new client, you enter only the details of the taxpayer.  Data for spouse is to be entered only on the tax return itself.

---------------------------------------------------------------------------------Still an AllStar
George4Tacks
George4Tacks
Level 15
February 22, 2021
My guess > You did not select 2=Married Filing Joint in the top of the Client Information section.
Answers are easy. Questions are hard!
    itonewbie
    itonewbie
    Level 15
    February 22, 2021

    @George4Tacks  Knew there's a reason why you get better grades in the Friday class!

    ---------------------------------------------------------------------------------Still an AllStar
    George4Tacks
    George4Tacks
    Level 15
    February 22, 2021
    But this is Monday! I am confused.
    Answers are easy. Questions are hard!
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