topic married in 2024. our 1st year filing jointly. will use my husbands return as the start point so all of his 2024 info is automatically populated. in Get your taxes done using TurboTax

married in 2024. our 1st year filing jointly. will use my husbands return as the start point so all of his 2024 info is automatically populated.

trooperdave46 — Sat, 03 Jan 2026 19:04:49 GMT

How do I add my 2024 info, i.e. 1099's, pension? And do I add it to what turbo tax populated for his 2024? Keep it simple:)

Re: married in 2024. our 1st year filing jointly. will use my husbands return as the start point so all of his 2024 info is automatically populated.

VolvoGirl — Sat, 03 Jan 2026 19:11:27 GMT

Yes you only file one Joint return with both your income on it. Yes transfer from your husband's return to start 2025. Your 2024 return won't transfer so you will have to enter all your 2025 income. You don't need to add your 2024 info unless it asks for it as you go along or you have any loss carryovers or something to enter. When you start 2025 with his info you go to My Info and change his profile to Married. Then it will open up to enter your name and personal info.

Then when you enter any forms like W2s or 1099s be sure to pick who it is for. That is very important. When you get married you are considered married for the whole year even if you got married on Dec 31.

Getting Married FAQ
https://ttlc.intuit.com/community/tax-filing-status/help/what-does-getting-married-mean-for-my-taxes/00/1756642

Tax info on getting married
https://turbotax.intuit.com/tax-tips/marriage/getting-married/L0DvEUlEC

Re: married in 2024. our 1st year filing jointly. will use my husbands return as the start point so all of his 2024 info is automatically populated.

xmasbaby0 — Sat, 03 Jan 2026 19:12:26 GMT

When you start a new joint return, you can only transfer one of your past year returns, so choose the most complex one to transfer. The information for the other spouse must all be entered from scratch. Keep a record of how to access that old return just in case you need to look something up, etc. TurboTax and the IRS save returns for seven years.

How to start a new joint return

You will not be able to merge two previous TT account to start your new joint return. You can transfer ONE of your 2024 returns into a new 2025 joint return, so choose the most complicated one. The other spouse’s information needs to be entered manually. The first name you enter will be the “primary” taxpayer——and in subsequent years you need to keep the names in that order—do not try to change the order of the names.

When you enter the primary spouse’s information in My 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 enter your spouse's information into My Info. Whenever you are entering income information there should then be a spot for you and for your spouse's income information. WATCH for the names as you enter income on the screens. Or when you click to add income it will prompt you to choose which spouse had the income.

When you prepare a joint return you include all the information for both spouses on the SAME tax return. Include all of your personal information, all of your income from every source, all dependents (if any), all credits and deductions for both of you. You get ONE refund with both names on it.

Best Wishes!