Resolve critical errors when merging clients

You should address critical error messages before you proceed with the merged client. Warning messages are generally informational and may not require additional action.
  1. Select
    Print
    , or save the list of critical errors and warnings.
  2. Go to the
    Merge Client Data Results
    window and select
    Cancel
    to stop creating new joint client.
  3. Select
    OK
    .
  4. Open the taxpayer or spouse file.
  5. Correct the critical errors, then close the client.
  6. Return to the beginning and try to create the file again.
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