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New Member

How to change first applicant

In my current year filing, i entered all data, but i need to switch the first applicant with second applicant. How do i change that.
1 Reply
Employee Tax Expert

How to change first applicant

Yes, you may change the information for "taxpayer" and "spouse" from the Personal Info tab.

It's best to first change the spouse info (name and SSN), then change the taxpayer info. 

You will also need to review any W-2 entries to be sure the forms are set to the correct individual. Any other income or deductions that have "taxpayer" or "spouse" will need to be reviewed as well.

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