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Data entry

Joint data when imported from UltraTax/1040 to Planner CS

Any item coded as Joint in UltraTax/1040 will be allocated to the taxpayer once it is imported into Planner CS. If items shouldn't be solely allocated to the taxpayer, use the
Allocation
 window to designate the item correctly among the taxpayer and spouse.

This article applies to:

  • PRODUCT: Planner CS