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Level 2
January 26, 2024
Question

What to do if I did my taxes but it didn’t tell me to add my spouse w2 and we are filing married jointly

  • January 26, 2024
  • 2 replies
  • 39 views
Didn’t add spouses w2 on my return 

2 replies

Level 15
January 26, 2024

When you file a joint return you have to add all of your combined income from both spouses.   If you set up your return correctly in My Info as a joint return, there would be spots with each spouse's name on every income entry screen.

 

Did you already e-file without your spouse's W-2?

 

Did you click that big orange button that said “Transmit my return now?”  If you did that, you cannot do anything to fix it yet.  You have to wait for the email that tells you if your return was accepted or rejected. The IRS will begin to accept/reject e-files on January 29, so your email will come on or after 1-29.

 

 

You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.

 

If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.

 

Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return. 

 

 If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.

 

  Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed

**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.**
Level 2
January 26, 2024

Okay so if they accept my return do I just go ahead and file his separately?

DoninGA
Level 15
Level 15
January 26, 2024

@shayeschendel wrote:

Okay so if they accept my return do I just go ahead and file his separately?


If you filed your 2023 tax return as Married Filing Jointly you Must amend the return to add his income.  You do Not file a separate tax return.

 

You will have to wait for the IRS to either Accept or Reject your filed federal tax return.
If the return is rejected you can make the necessary changes and e-file again.
If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return.


Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS.


See this TurboTax support FAQ for amending a tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US?uid=ld1n99kr

DoninGA
Level 15
Level 15
January 26, 2024

In every section of the TurboTax program for entering income there are options to tell the program who the form or income belongs to, by name.

Go back and click on Federal on the left side of the online program screen

Click on Wages & Income

On the W-2 that is listed, click on the Edit/Add button

On the next screen click on the button to Add a W-2 that has your spouse's name.