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Level 1
June 3, 2019
Solved

My wife and i are filing joint married for the first time. Do we enter both of our deductions and credits, health insurance, and other tax situations on the same page?

  • June 3, 2019
  • 1 reply
  • 14 views
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Best answer by xmasbaby0

Yes.  When you file a joint return you prepare ONE return that has all of your income, deductions, etc. on that one return.

You will not be able to merge two previous TT account to start your new joint return.  You can transfer ONE of your 2016 returns into a new return, so choose the most complicated one.  The other spouse’s information needs to be entered manually.

When you enter your own information in Personal Info, you have to answer the question "Were you married?"  If you click the button for Married, then a drop down will appear that asks, "Do you want to file this return together with your spouse?"  Then you choose yes to file a joint return.  You would then enter your spouse's information into Personal Info.  Whenever you are entering income information there should then be a spot for you and for your spouse's income information.

1 reply

xmasbaby0Level 15Answer
Level 15
June 3, 2019

Yes.  When you file a joint return you prepare ONE return that has all of your income, deductions, etc. on that one return.

You will not be able to merge two previous TT account to start your new joint return.  You can transfer ONE of your 2016 returns into a new return, so choose the most complicated one.  The other spouse’s information needs to be entered manually.

When you enter your own information in Personal Info, you have to answer the question "Were you married?"  If you click the button for Married, then a drop down will appear that asks, "Do you want to file this return together with your spouse?"  Then you choose yes to file a joint return.  You would then enter your spouse's information into Personal Info.  Whenever you are entering income information there should then be a spot for you and for your spouse's income information.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
VolvoGirl
Level 15
June 3, 2019
On a Joint return when Turbo Tax says YOU it usually mean either of you.  And both of you for deductions.