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New Member
posted Jun 5, 2019 5:25:02 PM

How can I merge two accounts for filing jointly?

Both me and my husband have turbo tax accounts and this is our first time filing together. To avoid re-entering all my information and losing past tax info, I wanted to load all my info into his accou

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1 Replies
Level 15
Jun 5, 2019 5:25:03 PM

Sorry you can’t.  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.

And info on Getting Married…..
http://turbotax.intuit.com/tax-tools/tax-tips/Family/Getting-Married/INF12006.html