@AreDeeEss wrote:
Thank you! So if I use her account, should I expect any problems with TurboTax thinking I'm my wife? For example, if I log in using her account, and it asks a question like, "Enter your income," will TurboTax be talking about me or my wife? Or do I just pretend I'm her as I fill things out? That feels wrong, especially if at some point I have to digitally sign attesting that I am indeed my wife! Let me know if I'm not being clear and I can try to explain my question another way.
Neither the IRS nor Turbotax cares who is the "taxpayer" and who is the "spouse" on a joint return. The IRS will put the top-listed taxpayer first on letters (if they send you one) but it doesn't change your tax. Likewise, Turbotax needs to know "taxpayer" and "spouse" for things like IRA calculations, but it has no effect on your taxes. (The program could just as equally use "Spouse A" and "Spouse Z" and it wouldn't matter.
But, because these things are coded on internal program worksheets that you can't access directly online, it is almost impossible to change the order once you have an order set up. If you filed a joint return in 2022 with your wife's account with your wife as "taxpayer" and you as "spouse", the easiest thing will be to keep using that account.
