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New Member
posted Jun 4, 2019 2:54:00 PM

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.

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1 Best answer
New Member
Jun 4, 2019 2:54:03 PM

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 Replies
New Member
Jun 4, 2019 2:54:03 PM

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