Gormenghast Posted March 9 Report Share Posted March 9 My son and his wife keep their finances completely separate. So even if they could get overall a larger return, they are not interested in having MaxBack decide on who to maximize their two returns -- how do you turn MaxBack off so it doesn't automatically maximize their returns? Right now it keeps moving around things like the refunds associated with tuition. thanks, Paul Quote Link to comment Share on other sites More sharing options...
Geo123 Posted March 10 Report Share Posted March 10 Hello Gormenghast, There is no one section to turn off MaxBack. In the Family Head section Go to Controls : >> >> >> >> Quote Link to comment Share on other sites More sharing options...
allelectrified Posted March 10 Report Share Posted March 10 I do not see the sections on donations or medical expenses in my household head view. At the top of the Controls page there is the question " How do you wish to handle the transferable deductions and credits?" but "Claim own amounts" is not an option. You can only choose to send everything to one, to the other, or use MaxBack. Quote Link to comment Share on other sites More sharing options...
allelectrified Posted March 10 Report Share Posted March 10 Oh, much better! At least in the online software, there is a section "Report on tax savings reconciliation between spouses" in the Controls section (which is near the bottom of the table of contents tab on the left). Turn that on, and it will, I assume, let you use maxback everywhere but reconcile who should get what. Quote Link to comment Share on other sites More sharing options...
allelectrified Posted March 14 Report Share Posted March 14 Can anyone else help with this? I turned on the "Report on tax savings reconciliation between spouses" but cannot find the report. Where does it appear?? Quote Link to comment Share on other sites More sharing options...
Geo123 Posted March 14 Report Share Posted March 14 Hello allelectrified, In Tab 4 - Tax Return Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.