Question
New Client Got Married
Hello all!
I am new to Beta testing but thought I would provide some details about a case I am working on. I have a client who got married in 2022. Here are some of the issues I ran into while trying to update the client's info:
- It is hard to update capital gains from last year to the projected current year.
- Where is the input for a new spouse?
- Where is the input for state taxes withheld?
- Where is the MFJ vs. MFS comparison?
- Point of concern: whenever I update a box in the W-2, it auto-recalculates, which takes a lot of time. Maybe there should be a feature to re-calc once the practitioner is done with entering in all the data?
