MERGE TWO CLIENTS

[JML222]

Hello

I have individual returns from prior years for two clients. They are now married. Can I merge the two returns 

[abctax55 · Accepted solution]

Nope..

Pick the most difficult one, then add the info from the 'less difficult' return.

[BobKamman]

Pick the one most likely to stay with you after the split.  Usually the one who's been with you longer.  

[abctax55]

How cynical you are🙄

[BobKamman]

@abctax55  "How cynical you are"

Hope for the best, plan for the worst.

We wouldn't be in such a mess if those in charge practiced that. 

[abctax55]

@BobKamman - that's the way I've always approached things.  

If you run for president, I'll vote for you 😆

[JMarinelli]

If the most difficult one is the female, do I leave her as the taxpayer and add her husband as the spouse or can I switch the names in her file?

[abctax55]

The IRS doesn't care if the chick or the dude is listed first.  IF you do switch, TRIPLE check everything to make sure the T & S assignments are correct (W-2's, Sch C, E or F, carryovers...).