Merge individual clients for a domestic partnership return

Use this procedure to merge the client data from 2 individual clients into a joint client. You can then file a domestic partnership return.

Complete the individual federal returns. Don't add state information until after the merge.

Select File
, then New Client
.

Select a preparer and enter a unique client ID for the new joint client.

In the Entity information group
box, select 1040
, then select Domestic Partner
from the dropdown.

Select
Add State(s)
. If you don't see the state you want to add, the state probably doesn't have domestic partner returns.

Select Advanced Properties
, then Domestic Partners
tab.

Select the taxpayer in the client list and select Select Taxpayer
.

Select the spouse in the client list and select Select Spouse
.

Mark Separately list individual returns in DPR transmittal letter
if you want the list of returns to appear in the transmittal letter.

Select OK
.

In the

New Client

window, select OK
to start the merge.

The new joint client will open when the merge is complete. Select File
, then Client properties
.