Client A and Client B are long time clients. They married in 2025. He was a basic return - she has a business. Am wondering if there is a way to combine the returns through ProSeries Basic without having to retype everything into his return. Yes it would be great to combine him to hers but that's not the way they want it 🙃
I don't know if ProSeries Basic has the same features as Professional, but what I would do is start with her more involved return, then just add his. Be sure to indicate correct ownership (S-spouse or J-joint). Then switch primary and spouse AND all the TSJ indicators so he now being primary, they will have the source items correctly linked to T/S/J And ask why they want it this way as many women are the primary taxpayers as it will cost them your time.
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