Can I import my new spouse's Turbo Tax data to my account?

[xmasbaby0 · Accepted solution]

No you cannot merge TurboTax accounts.  If you are going to start a new joint return now that you are married, choose the account that is most complex to use and transfer in to 2019--you can only transfer one of them to your 2019 return.

To begin a new joint return on TurboTax:

You will not be able to merge two previous TT account to start your new joint return.  You can transfer ONE of your 2017 returns into a new return, so choose the most complicated one.  The other spouse’s information needs to be entered manually.

When you enter your own information in Personal 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 would then enter your spouse's information into Personal Info.  Whenever you are entering income information there should then be a spot for you and for your spouse's income information.

Best Wishes!

[JSH2023]

When I ticked the box to show my marital status change to married in 2022, there was no drop-down box asking if I want to add my new spouse to my file.  How can I add her tax return to my Turbo Tax 2022 desktop file for a combined TurboTax working file?

[CarissaM]

When you started the return, it will ask how you want to file. You will need to go back to the beginning and select married filing joint to add her information. @JSH2023 

[xmasbaby0]

@JSH2023

How to start a new joint return

When you enter your own 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 would then enter your spouse's information into Personal Info.  Whenever you are entering income information there should then be a spot for you and for your spouse's income information.

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.