Vanessa A
Expert Alumni

Retirement tax questions

In the personal info section when you are entering your info, it will ask you if you are married.  When you answer that you are married, it will then ask if you want to file a return together.   When you say yes, you will then see a question for your spouses name.  If you do not see it, when you go back to the summary page you will see a space under your name to add a spouse.

 

In each of the sections that you fill out for income, you will then see the option to "Add a W-2" or add whatever form you are entering.  Click on the add a form and when you do, be sure to select that it belongs to your spouse. 

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