Proforma domestic partner clients to retain carryover amounts
When you process domestic partner returns carried over from the prior year, all 3 returns have to be carried over. You have to do this to preserve the amounts from the prior year. The 3 returns related to the merge are the taxpayer, spouse, and merged domestic partner return.
- In the taxpayer and spouse federal returns, enter the current year federal data.
- Re-combine the individual taxpayer and spouse returns.
- In the domestic partner return, enter current year state-specific data in the state input screens. Include the information retained during the recombination process.
