Answered: can i merge returns from 2021 for 2022?

LizPS · ‎03-12-2023

In 2020 and 2021 I did 2 people's returns in ProSeries Basis. In 2022 they got married. Can I merge their files so I don't have to rekey all the spouses details and not lose the history?

IRonMaN · ‎03-12-2023

Terry's answer was a little long so I can give you a shorter answer if you like -------- no.

Take the client file with the most data and use that one for the joint return.

Slava Ukraini!

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Terry53029 · ‎03-12-2023

Nope

IRonMaN · ‎03-12-2023

Terry's answer was a little long so I can give you a shorter answer if you like -------- no.

Take the client file with the most data and use that one for the joint return.

Slava Ukraini!

can i merge returns from 2021 for 2022?

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