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L
lance-128financi
Level 1
January 31, 2022
Question

HOW CAN I MERGE TWO TAX RETURN CLIENT FILES?

  • January 31, 2022
  • 1 reply
  • 5 views
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1 reply

abctax55
abctax55
Level 15
January 31, 2022

You have to do it manually.

Pick the most complicated one, add the other's info.

Be VERY careful to maintain all the Taxpayer/Spouse assignmentss

HumanKind... Be Both
    IRonMaN
    IRonMaN
    Level 15
    January 31, 2022

    But I thought I heard that David Copperfield had added that trick to his magic act.

    Slava Ukraini!
      abctax55
      abctax55
      Level 15
      January 31, 2022

      I thought magicians cut folks in half.

      HumanKind... Be Both
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