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April 12, 2025
Question

Transfer data current year

  • April 12, 2025
  • 1 reply
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How do I Transfer data from married filing sep to married filing jointly form?

1 reply

VolvoGirl
Employee
April 12, 2025

You mean from MFS in 2023 to Joint 2024?  You can only transfer 1 return.  So you could transfer from the most complicated MFS return, then change to Joint and add the other person to it.   Then the transferred person will be listed first as primary on the Joint return.