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Level 4
March 12, 2023
Solved

can i merge returns from 2021 for 2022?

  • March 12, 2023
  • 2 replies
  • 19 views

In 2020 and 2021 I did 2 people's returns in ProSeries Basis.  In 2022 they got married.  Can I merge their files so I don't have to rekey all the spouses details and not lose the history?

 

 

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Best answer by IRonMaN

Terry's answer was a little long so I can give you a shorter answer if you like -------- no.

Take the client file with the most data and use that one for the joint return.

2 replies

Intuit Community Champion
March 12, 2023

Nope

IRonMaN
IRonMaNAnswer
Level 15
March 12, 2023

Terry's answer was a little long so I can give you a shorter answer if you like -------- no.

Take the client file with the most data and use that one for the joint return.

Slava Ukraini!