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Level 2
October 6, 2022
Question

Is it possible to merge two returns when rolling forward to the next year? I had 2 clients who were previously single returns, got married and are now filing jointly.

  • October 6, 2022
  • 2 replies
  • 10 views
Would be great if I didn't have to manually combine carryforward items, etc.
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2 replies

Accountant-Man
Level 13
October 7, 2022

That would be great, but I know of no tax software that does it.

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IRonMaN
Level 15
October 7, 2022

Keep the most complicated of the two returns and add the spouse to that return.

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