topic Re: Filing Status Change in Get your taxes done using TurboTax

Filing Status Change

BILLSTEVE1981 — Wed, 14 Apr 2021 17:07:31 GMT

When changing filing status from Married Filing Separately (in 2019) to Married Filing Jointly (in 2020), is there a simple way to import TurboTax data from 2019 for both individuals into 2020?

Re: Filing Status Change

SamS1 — Wed, 14 Apr 2021 17:23:20 GMT

No. Since you are changing filing status, it would actually be better to start a new return with a new user name. This would keep your Married Joint return segregated from the Married Separate return. There is more behind the scenes happenings in TurboTax than just checking a different filing status so to keep it clean, I would recommend a fresh return under a new user name.

Re: Filing Status Change

BILLSTEVE1981 — Wed, 14 Apr 2021 17:44:19 GMT

Thank you SamS1 for your quick reply.

Re: Filing Status Change

SamS1 — Wed, 14 Apr 2021 17:52:00 GMT

My pleasure. If you have any difficulties check back.