Since you are filing separately, and your wife meets the requirements, then she can file a Basic return. You however, will need to use the Premier version since you have sold investments.
The questions only ask “did you or your spouse sell any investments” etc. They don’t specify if it’s you or your spouse. When answered yes, they say an upgrade is required. How do we show it was only the spouse?
Are you filing a Joint return or as Married filing Separate? It should not be asking you who sold anything.
Sounds like you are filing Joint. Joint is one return combined for the both of you. Please explain how you are filing. You got married in 2020?
Here's some general info on getting married. Did you both use Turbo Tax last year?
You can not transfer from or combine 2 returns or accounts. Just pick the return for the spouse that has the most complicated return to enter or has any depreciation or business or more investments. Or use the account for whoever you want to be listed first going forward (by the way you can not change the order of the names). Then add the other spouse's name, ssn and info to it.
You should usually file a Joint return which is only 1 return combined for the both of you. Make sure to stick with this one account for the future. Just ignore the other spouse's account.
Getting Married FAQ
And info on Getting Married…..
Is it better to file Joint or Separately?
Compare Joint to Married Filing Separately
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