topic Filing Status in Retirement tax questions

Filing Status

mbreccia305 — Sat, 05 Apr 2025 13:08:06 GMT

My clients got married in 2024. I have both of their files from 2023. Can I merge them into one return for 2024?

Re: Filing Status

AnnetteB6 — Sat, 05 Apr 2025 13:14:01 GMT

No, there is not a way to merge two returns into one using TurboTax.

You would either need to start from scratch to create the joint tax return, or start with one of the two returns from 2023 and add the spouse's information to the 2024 tax return.

Re: Filing Status

mbreccia305 — Sat, 05 Apr 2025 13:18:17 GMT

That's what I thought but. was hoping I could save a little time. Thanks for the quick response.