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Level 1
December 7, 2019
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My client got married in 2018 and will go from filing a single return to a joint return in 2018. How do I deal with the name change on ProSeries?

  • December 7, 2019
  • 2 replies
  • 25 views
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Best answer by IRonMaN

Just type in the new name.  As long as she has notified Social Security of the name change, life should be good.

2 replies

IRonMaN
IRonMaNAnswer
Level 15
December 7, 2019

Just type in the new name.  As long as she has notified Social Security of the name change, life should be good.

Slava Ukraini!
Intuit Community Champion
December 7, 2019

Yep. If you have both clients......pick the more in depth client and just add/integrate the other into it. 

Use "save as" and it'll save to new last name....just as IRonMaN above indicated.