Re: Primary filer retired in 2020.

Primary filer retired in 2020. Do I need to make her the Primary and start over this year?

posted

In a joint return, the order in which the spouses appear on the return has no effect whatsoever on the tax calculations.

Keep in mind that the IRS prefers consistency in the spouse naming order of joint filers from year to year. Changing the order is allowed but it could result in processing delays of your tax return.

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Retirement distribution reporting on a joint return. Turbo tax lists only the primary person. 1099R. received separately. How do we enter properly?

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Primary filer retired in 2020.

Primary filer retired in 2020.

Primary filer retired in 2020.

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Primary filer retired in 2020.

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Primary filer retired in 2020.

Primary filer retired in 2020.

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