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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?

tpegan15
Level 1
 
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IRonMaN
Level 15

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


Slava Ukraini!

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2 Comments 2
IRonMaN
Level 15

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


Slava Ukraini!
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garman22
Level 13
Level 13

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.

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