Switching the family head designation from one
spouse to another
The program is designed to prepare tax returns for all family
members.
The person whose name appears first in the family member section
of the "Interview" tab is referred to as the "family
head". Unfortunately, the program is not enabled to switch the
family head designation from one spouse to the other.
The program will accurately and efficiently calculate the tax
returns of all family members, regardless of who is designated as
the family head. The program's "MaxBack Refund
Analyzer" will integrate the tax returns of all the family
members.
However, if you wish to designate the other spouse as the family
head, you will need to do this manually by creating a new account
(UFile ONLINE) or a new file (UFile for Windows) and making sure
that you first enter the person that you wish to designate as the
new family head. If you decide to do so, you will also need to
manually enter all the carry forward amounts from the previous tax
year correctly.
ID: 20211019150353DE.xml
Webpage: KPA310-20211019150353DE.htm
