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Not applicable
posted Mar 8, 2025 1:05:34 PM

How do I change my filing status, the system thinks I single but I file jointly

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2 Replies
Level 15
Mar 8, 2025 1:08:06 PM

You select your filing status when you are entering your personal information in the My Info section of the program.

You should have selected that you are Married and that you will be completing the tax return with your spouse.  This will give your Married Filing Jointly filing status.

Level 15
Mar 8, 2025 1:08:08 PM

Go back to MY INFO----go through the screens again after clicking your own name.  When it asks if you were married in 2024 say YES.  When it asks if you want to file together with your spouse, say YES.   You will be prompted to enter your spouse's information like name, DOB, SSN, etc.

 

 

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.