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Get your taxes done using TurboTax
My income was relatively easy to change. For example, I just went back into the Income Section and clicked update on the Income section that needed to be changed. On mine it was the 1098-R's. When you click to update the individual 1098-R- TT asks you, who does this income belong to... I had to switch these items.
I have to admit that I am so happy to get the IRS to successfully accept it that I did forget to switch the income from Social Security from mine to him. None of the numbers change, but I will need to amend the return. I still feel very fortunate that Bonny K. came up with the solution. Just make sure you go thru the entire tax return and to make sure the income/expenses line up with the right person. Good luck.
‎June 8, 2020
12:04 PM