Also note....as implied previously but need to stress:
1) Whichever person's prior year file you choose to use...that person will be the primary taxpayer on the new MFJ tax return and must remain so. (Unless you start a new account with no transfer in of a datafile from 2024). If you attempt t change the order of Taxpayer and Spouse afterwards, you may find that some off the forms you enter like W-2 or 1099-R forms...they may get assigned to the wrong person because the switch of Taxpayer/Spouse doesn't get properly reassigned for every form.
2) For the old account(s) you may not be using anymore, make sure you download a PDF file of every year that is available in that old account now while you still have access. Every succeeding year, one PDF file gets eliminated form everyone's account ~7years back, and one of you may need future access to one of those older tax files. Back those PDF files up on an off-computer device too, like a USB flash drive since computers/disks crash unexpectedly at any time.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
This answer has been verified for accuracy by an Intuit expert employee
