Regarding the Fam summary or Jt summary;
The 2 yr and 5 yr are fine because of all the details they provide
However I noticed that the fam sum only prints the lines that are filled out.
It is hard to review the coupled return if all the detailed lines are not printed or there to see what’s missing.
We could be misssing something especially when pension splitting , then we can see
quickly the donation and medical exp split etc or if they are not there , one of the empty lines could trigger something to discuss.
If the summary was like the 5 yr summary but with just the 2 spouses info for the current yr then You could look at the coupled fam sum and easily see where the tuition was or medical or anything else missing .
It is such a good review tool and I use it all the time in my former software to discuss with clients the split or if Corp pays dividends , you can see together the effect. If change an income, deduction or credit on either spouse the famsum will provide you how those changes affect each return together.
Otherwise we have to go each return in the 5 yr summary to get the details of the deductions and tax credits available
and then flip back and forth between spouses to see the amounts and the effect, which is time consuming.
You wouldn’t need to print it out all the time anyways but sure we need it to review the coupled returns.
Even Profile I think had more detail on its family summary, and not just display what was entered.