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Level 1
June 4, 2019
Solved

Switch names on tax return

Hi, I was wondering how would I go about switching names with my spouse for the tax return? In other words, I want to make my spouse the primary on the tax return.
Answer
June 4, 2019

You can switch you and your spouse's personal information in TurboTax by taking the following steps:

  • In your return, select "Personal Info"
  • On "Personal Info Summary" page you will see your personal details listed (SSN, Birthdate, Occupation, Resident State), as well as those of your spouse
  • Click on "Edit" button to the right of your personal details
  • On "Your personal info" screen, change your personal information as needed, to your spouse's, and click on Continue button
  • You will be returned to the "Personal Info Summary" page
  • Click on "Edit" button to the right of your spouse's personal details
  • On "Your personal info" screen, change your spouse’s information to yours as needed, and click on Continue button
  • You will be returned to the "Personal Info Summary" page

 

1 reply

Answer
June 4, 2019

You can switch you and your spouse's personal information in TurboTax by taking the following steps:

  • In your return, select "Personal Info"
  • On "Personal Info Summary" page you will see your personal details listed (SSN, Birthdate, Occupation, Resident State), as well as those of your spouse
  • Click on "Edit" button to the right of your personal details
  • On "Your personal info" screen, change your personal information as needed, to your spouse's, and click on Continue button
  • You will be returned to the "Personal Info Summary" page
  • Click on "Edit" button to the right of your spouse's personal details
  • On "Your personal info" screen, change your spouse’s information to yours as needed, and click on Continue button
  • You will be returned to the "Personal Info Summary" page