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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual

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.
  1. Complete the individual federal returns. Don't add state information until after the merge.
  2. Select
    File
    , then
    New Client
    .
  3. Select a preparer and enter a unique client ID for the new joint client.
  4. In the
    Entity information group
     box, select
    1040
    , then select
    Domestic Partner
     from the dropdown.
  5. Select
    Add State(s)
    . If you don't see the state you want to add, the state probably doesn't have domestic partner returns.
  6. Select
    Advanced Properties
    , then
    Domestic Partners
     tab.
  7. Select the taxpayer in the client list and select
    Select Taxpayer
    .
  8. Select the spouse in the client list and select
    Select Spouse
    .
  9. Mark
    Separately list individual returns in DPR transmittal letter
     if you want the list of returns to appear in the transmittal letter.
  10. Select
    OK
    .
  11. In the
    New Client
     window, select
    OK
     to start the merge.
    note
    • If critical errors happen, you should address them before you continue. Warning messages are usually for information and probably don't require more work.
    • To print the list of critical errors or warnings, select
      Print
       in the
      Merge Client Data Results
       window.
  12. The new joint client will open when the merge is complete. Select
    File
    , then
    Client properties
    .

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