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Retirement tax questions
NEVER change positions once established as you have seen it causes problems. If you used her account last year and everything went thru eventually then I would NOT recommend switching places again as you will have another bad year for sure.
And to switch places in the Turbo Tax system requires you to start over in a new account ... you cannot just switch names as that will also cause trouble.
‎June 3, 2019
5:35 PM