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Level 2
April 14, 2021
Question

Filing Status Change

  • April 14, 2021
  • 1 reply
  • 7 views

When changing filing status from Married Filing Separately (in 2019) to Married Filing Jointly (in 2020), is there a simple way to import TurboTax data from 2019 for both individuals into 2020?

    1 reply

    Level 9
    April 14, 2021

    No.  Since you are changing filing status, it would actually be better to start a new return with a new user name.  This would keep your Married Joint return segregated from the Married Separate return. There is more behind the scenes happenings in TurboTax than just checking a different filing status so to keep it clean, I would recommend a fresh return under a new user name.

    Level 2
    April 14, 2021

    Thank you SamS1 for your quick reply.

    Level 9
    April 14, 2021

    My pleasure.  If you have any difficulties check back.