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New Member
posted Mar 14, 2025 7:39:00 AM

First Time Filing Jointly

I set up this year's filing "married filing jointly" and entered my spouses information. The software led me to put in my tax data first. When completed I was expecting to be brought back to the beginning where I would input my spouses tax data but the next step was going to lead to the federal/state filing process. Do I just combine our entry amounts and downloads as if it was one filing?

Certainly would be easier to review inputs separately that the software compiles at the end.

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1 Replies
Level 15
Mar 14, 2025 7:39:30 AM

When you are entering income on a joint return, every income entry screen will either have a spot with both spouse’s names there, or when you click to enter a W-2, 1099R, etc. it will ask you by name which spouse it is for.  You do not have to wait for the software to “ask” you for your spouse’s income. Go to the screens to enter your spouse’s W-2’s, 1099’s, etc. just like you did for your own income.  Then look for your spouse’s name there.