Transfers from spouse

You need to enter a net income for the spouse on the Info screen, under Spousal information.  Preferably, you would coordinate with the other tax preparer and enter the actual net income.  If that is not available, just put in an estimated amount high enough to block any deductions.

Hi Janis.  You've helped me before and so I want to say thank you for the response.  The only problem is that, by entering the income in the spouse's section of the Info page, it STILL does not carryforward in a way to prevent the transfers.  The only way I've found so far is to simply put in the spouse's income on HIS line 236.

Actually, putting it in on Line 236 doesn't seem to work for all of it.   I think the very best method is to just put an amount in on HIS T4 because that seems to carry everything through correctly.

When I put a high number in the Net income field "spousal information" on the taxpayers info screen, it does block the transfers.  Maybe you are putting it on the spouse's tax return instead?  Or not using a high enough income?  The other place you can put it is on the Schedule 2 of the taxpayer, under All other income, use one of the blank lines.  If the file is set up properly, you should not even have a tax return for the non-filing spouse (the one that the other preparer is doing).  In my dummy file, if I try to switch to the spouse's return, it asks if I want to create a new return for the spouse.  You should uncouple the returns if you already have one for the spouse (under file, uncouple).  

I'll check this info out later on tonight Janis.  Hopefully it will work!

Thank you

Cindy

Janis, you were absolutely right.  As the wife had not been sure if her husband was getting his taxes done with me or not, I had created a return to include both the husband and the wife.  I always file with the husband on the primary page and the wife on the second, just to always have it the same.  I did NOT uncouple because I didn't think it was necessary and he might to choose to come with her one day and I would already be set up for him.  Besides that, I figured if his income was high enough, it wouldn't matter because the income is the same whether coupled or not, but then ran into the issue of WHERE to put his income to make sure it transferred correctly.  Everywhere I tried pretty much gave me issues of one sort or another until I tried uncoupling them.  Once I did that, I was able to put his income on either her info page or Schedule 2 and the program handled it correctly regarding any transfers.

So thank you once again for your help.  I really appreciate it.

(and didn't realize I had this thread running in two separate spots, so I'll put the answer there as well)

The answer to my question is to UNCOUPLE the return!