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julie72
New Member

I got married in 2024 and both of us have our own TurboTax account how do we merge them for filing

We each use Turbo Tax for years and each have a separate account how do we combine the accounts this year and transfer information from previous years?
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I got married in 2024 and both of us have our own TurboTax account how do we merge them for filing

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/return 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.


But if you want to keep the prior accounts separate from the new Joint account then start a new account. Online is only good for one return per account. But you can use the same email address for 5 accounts.


Getting Married FAQ
https://ttlc.intuit.com/community/tax-filing-status/help/what-does-getting-married-mean-for-my-taxes...


Tax info on getting married
https://turbotax.intuit.com/tax-tips/marriage/getting-married/L0DvEUlEC

 

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4 Replies

I got married in 2024 and both of us have our own TurboTax account how do we merge them for filing

TurboTax accounts cannot be merged.  You will need to deceive which account to use now that you are married and then use that account for the 2024 tax return and all future returns while married.

I got married in 2024 and both of us have our own TurboTax account how do we merge them for filing

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/return 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.


But if you want to keep the prior accounts separate from the new Joint account then start a new account. Online is only good for one return per account. But you can use the same email address for 5 accounts.


Getting Married FAQ
https://ttlc.intuit.com/community/tax-filing-status/help/what-does-getting-married-mean-for-my-taxes...


Tax info on getting married
https://turbotax.intuit.com/tax-tips/marriage/getting-married/L0DvEUlEC

 

julie72
New Member

I got married in 2024 and both of us have our own TurboTax account how do we merge them for filing

Thank you!

julie72
New Member

I got married in 2024 and both of us have our own TurboTax account how do we merge them for filing

Thank you for your quick and thorough response. 

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