jpd236
New Member

How to fill out form 8801 when going from single to married filing jointly?

I got married in 2019, and we plan to file a joint return this year. Last year my spouse and I both filed as single. My spouse had to pay AMT due to exercising incentive stock options (ISOs). We're hoping to claim a credit for this AMT this year, since we're well under the AMT threshold on our joint return.

 

How do I enter this situation into TurboTax? Under the "Credit for AMT Paid in Prior Year" flow, it asks for amounts from my 2018 tax return; do I just add them together from both of our returns? Then it asks for my 2018 filing status; is it correct to say "Single" given that the information is sourced from two different returns?