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HOW TO BEGIN A PERSONAL 1040 TAX RETURN AS A QBOA
I am a QBOA user. I want to begin 1040 return for myself/hubby (MFJ). Do I do that by adding my husband as a "client"? Is that the best way?
itonewbieAnswer
Level 15
December 7, 2019
Follow the process outlined in this article if you plan to link the trial balance from QBOA. Otherwise, you can simply create a new return within PTO.
Note, however, you will not be able to e-file the return with PTO unless you have an EFIN but you can always print the return for paper filling. If you're not a tax professional, you may also find it easier to use TurboTax as the input screens and the setup of PTO are not designed for novices.
---------------------------------------------------------------------------------Still an AllStar
