Level 7

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One more carryover request: date of divorce

Forum|Forum|4 years ago
December 21, 2021
5 replies
22 views

It would be nice to have the date of divorce carry over from prior year. For most people this should not change! People don't even remember date of divorce long past. So I look up prior year's file each time. Again, I do this before tax season because it's time-consuming.

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Best answer by TaxGuyBill

I agree it would be great if Intuit had those things automatically carry over, but I wouldn't hold my breathe on Intuit changing things.

Accountant Man has a good point that it is best to be referencing last year's return anyways (and therefore it should only be very tiny amount of time to look at the divorce date or county), but assuming you want to continue doing it the way you are doing it, you might consider creating a spreadsheet with the information for all of your clients (county, divorce date and anything else). That way you would have all of the information in one place, either for pre-season data entry, or to quickly reference while you are doing the actual tax return.

dkh

Level 15

I'm curious as to why you need this ?

Accountant-Man

Level 13

To show whether the alimony is deductible or not.

** I'm still a champion... of the world! Even without The Lounge.

Accountant-Man

Level 13

I hear your frustration, but why do it now? Why not wait until you are working on the actual return?

In my case, I always have the prior year's return open while preparing the current year, so It's not so hard.

** I'm still a champion... of the world! Even without The Lounge.

T

TaxGuyBillAnswer

Level 15

I agree it would be great if Intuit had those things automatically carry over, but I wouldn't hold my breathe on Intuit changing things.

Accountant Man has a good point that it is best to be referencing last year's return anyways (and therefore it should only be very tiny amount of time to look at the divorce date or county), but assuming you want to continue doing it the way you are doing it, you might consider creating a spreadsheet with the information for all of your clients (county, divorce date and anything else). That way you would have all of the information in one place, either for pre-season data entry, or to quickly reference while you are doing the actual tax return.

G

GretaAuthor

Level 7

How do I keep both years open simultaneously on the screen?

I think I've been doing that now, by moving one year down and the prior year up.

I just find that every minute saved during the crunch helps, whereas I have empty time now.

Jim-from-Ohio

Intuit Community Champion

best way is to have two screens.. if you only have you can go half size on each year but much better to have two screens. I could not function without both.

BobKamman

Level 15

I have a file folder for each client. Stuff like that, I just write on the inside cover. I have the folder on my desk when I'm working on a return.

ljr

Level 9

I still have the file folder and notes. I have enough trouble with 1 monitor - must be getting old. I keep prior year program open and just switch if I really need to. Although I like the idea of a monitor covid barrier. Maybe next year. . . .

G

GretaAuthor

Level 7

I agree with ljr's posting. I probably couldn't manage a second monitor on my desk, in place of my snacks and odd papers. I will continue to switch back and forth between prior year's return as needed. I check my hard copy by glancing at last year's hard copy.

dkh

Level 15

Client Status Worksheet has a Permanent Comments section at the bottom - this information will carry over to each year. You could enter the county information, divorce date, etc instead of looking to prior year return.

BobKamman

Level 15

I used to do that with the Permanent Comments but then I installed Dual Monitors with one facing the client who happened to see at the bottom "When will these people ever shut up and go home?"

dkh

Level 15

are they still a client ?

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