For a newly married couple, how do I transfer data for both spouses into a new spousal return?
I have been doing my son and his new spouse's tax returns for years. Now that they are married how do I transfer last year's data into a new spousal return???
Unfortunately this will need to be a manual process. Start a fresh Turbo Tax return, provide the marital status and indicate that you wish to prepare the tax returns together. Any carry forward information will need to be added new in to this joint preparation.
