turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Filing Status Error

My wife and I got married at the end of 2025.  I mistakenly thought we could both still file single/head of household.  I am going to file an amended return before April 15, however, I just need to know if we can pull information from both returns (separate TT Log ins) into the amended return?  Or, do I have to re-enter all of the information from both returns into the amended return?  Lastly, does it matter which return we amend?  They were both separate returns and they will now be one.

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

Filing Status Error

 

 

You did indeed make a mistake.   Even if your wedding was on December 31, you are required to file as married for 2025.    

 

You must wait for the original return to be fully processed before you amend.   Choose the most complicated return to use when you amend.  You cannot "pull" information from both of your incorrect "single" returns.   One of the spouse's information will all have to be entered again from scratch.

 

 

When you start the amended return, you will start in MY INFO.

 

 The first name  entered will be the “primary” taxpayer——and in subsequent years you need to keep the names in that order—do not try to change the order of the names.

 

 

When you enter the primary spouse’s information in My Info, you have to answer the question "Were you married?"  If you click the button for Married, then a drop down will appear that asks, "Do you want to file this return together with your spouse?"  Then you choose YES to file a joint return.  You enter your spouse's information into My Info.  Whenever you are entering income information there should then be a spot for you and for your spouse's income information.  WATCH for the names as you enter income on the screens.  Or when you click to add income it will prompt you to choose which spouse had the income.

 

When you prepare a joint return you include all the information for both spouses on the SAME tax return.  Include all of your personal information, all of your income from every source, all dependents (if any), all credits and deductions for both of you.  You get ONE refund with both names on it.

 

And…keep a record of how to access the “old” account for your spouse in case a need comes up to print it or find information from it.  TT will save it online for seven years,

 

 

Wait until your original return has been fully processed before you amend, and make sure you have saved a pdf of the original return before you amend. (If you do not save it as a pdf, the amended return will overwrite the original, and the original will be lost forever)

 

 

See this TurboTax support FAQ for amending a tax return -

 

CURRENT YEAR

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

 

Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.  

 

You can watch for information here:

https://www.irs.gov/filing/wheres-my-amended-return

 

 

Best Wishes!

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question