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alds125
Level 1
February 3, 2024
Question

married filing joint after filing separately

  • February 3, 2024
  • 1 reply
  • 3 views

How can I combine prior year information for clients that married in the current year?

    This topic has been closed for replies.

    1 reply

    sjrcpa
    sjrcpa
    Level 15
    February 3, 2024

    Manually. Start with the most complex one and add the info from the other one.

    The more I know the more I don’t know.
      abctax55
      abctax55
      Level 15
      February 3, 2024

      Be extra careful to track/tag all things taxpayer vs spouse that are important [like W-2's, 1099-R's (maybe) Sch C's, Sch E's (maybe...) Sch F...] 

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