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Is there a way to pull in my spouse's prior year turbotax information into our (new) married filing jointly return?

Recently married, would prefer if Intuit could simply import all of her information.
1 Best answer

Accepted Solutions
KennethB
New Member

Is there a way to pull in my spouse's prior year turbotax information into our (new) married filing jointly return?

No, unfortunately, there is not. Since this is a new joint return, you cannot merge the two old TurboTax accounts by importing the information of both spouses into the new joint return.  You can import from one of the spouse's accounts, but not the other.  The spouse's information that was not imported must be input into TurboTax manually. 

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2 Replies
KennethB
New Member

Is there a way to pull in my spouse's prior year turbotax information into our (new) married filing jointly return?

No, unfortunately, there is not. Since this is a new joint return, you cannot merge the two old TurboTax accounts by importing the information of both spouses into the new joint return.  You can import from one of the spouse's accounts, but not the other.  The spouse's information that was not imported must be input into TurboTax manually. 

Is there a way to pull in my spouse's prior year turbotax information into our (new) married filing jointly return?

Use the account under the name you wish to be listed as Taxpayer, and add personal info for Spouse

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