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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual

Merge individual clients

Use this procedure to merge the client data from 2 clients into a joint client for filing a married filing joint return.
note
Only add state tax information after you merge. Any state information you add before the merge will be lost.
Before you begin these steps, complete the individual tax returns as much as possible before you merge. This includes the filing status.
  1. Go to the
    General input
     folder on the
    1040
     screen.
  2. Select
    File
    , then
    New Client
    .
  3. Select a preparer, then enter a client ID for the new joint client.
  4. In the
    Entity information group
     field, select
    1040
    .
  5. In the
    1040
     field, select
    Domestic Partner
    . You need to select
    Domestic Partnership
    for married filing joint returns. You'll change this later.
    note
    Don't add states in this screen yet.
  6. Select
    Advanced Properties
    , then select
    Domestic Partners
    .
  7. In the
    Domestic Partners
     tab, select the taxpayer in the client list and select
    Select Taxpayer
    .
  8. Select the spouse in the client list and select
    Select Spouse
    .
  9. Select
    OK
     to close.
  10. In the
    New Client
     screen, select
    OK
     to begin the merge.
  11. If critical errors happen, you should address them before you continue merging the client. Warning messages are usually for information and may not need more work.
    note
    To print the list of critical errors and/or warnings created during the merge process, select
    Print
     in the
    Merge Client Data Results
     window.
  12. The new joint client opens when the merge is complete. Select
    File
    , then
    Client properties
    .
  13. Change the
    1040
     field from
    Domestic partnership
     to
    Individual
    .
  14. Select
    Add State(s)
     to add state returns to the joint file.
  15. Select
    OK
     to close the window. If a warning message requires additional attention, make the changes to the new joint client.
    note
    • If you recombine data from taxpayer and spouse into an existing joint client, any changes to federal data in the existing joint client are replaced.
    • After you change a domestic partnership return to an Individual return, you can't change the return back to a domestic partnership return.
  16. Review the merged joint client to be sure the results are correct.

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