Solved
How to split a divorced client record PTO
We have a couple that we have done taxes for for several years. They divorced in 2022 so each will be filing single for 2022.
We would want to create a new return from their 2021 return and strip out the ex-husband's info and attach that return to the new one we're trying to set up for the ex-wife so we don't have to rekey all the personal/dependent information and prior year numbers. When we try this, it attaches the ex-wife's 2022 return to the ex-husband's client account.
So I need to know if I can roll forward the 2021 joint return, strip out the ex-husband's information and attach the 2022 single return to the ex-wife's client account so I don't have to rekey everything from scratch.
Please advise.
