Organizers for clients using Filing Status Optimization
Organizers
for clients using Filing Status Optimization
When you use the
Filing Status Optimization
tool, it doesn't divide Organizer
data when creating new, separate 1040 returns. This means you can't enter Organizer
data directly into the new client files.Follow these steps to manage separate returns without losing any initial data.
- Create a copy of the original return.
- SelectFile, thenSave As.
- Rename the client for the new file.
- In the new copy, manually remove the spouse's information from the return.
Organizer
data entry is available if you proforma any of the married filing separate clients into next year's version of the application.
