I got married in September of 2017. My husband and I have both been TurboTax customers for 2016. How should we file our returns?

dustiehollon · ‎June 6, 2019

xmasbaby0 · ‎June 6, 2019

To begin a new joint return on TurboTax:

You will not be able to merge two previous TT account to start your new joint return. You can transfer ONE of your 2016 returns into a new return, so choose the most complicated one. The other spouse’s information needs to be entered manually.

When you enter your own information in Personal Info, you have to answer the question "Were you married?" If you click the button for Married, then a drop down will appear that asks, "Do you want to file this return together with your spouse?" Then you choose yes to file a joint return. You would then enter your spouse's information into Personal Info. Whenever you are entering income information there should then be a spot for you and for your spouse's income information.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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xmasbaby0 · ‎June 6, 2019

To begin a new joint return on TurboTax:

You will not be able to merge two previous TT account to start your new joint return. You can transfer ONE of your 2016 returns into a new return, so choose the most complicated one. The other spouse’s information needs to be entered manually.

When you enter your own information in Personal Info, you have to answer the question "Were you married?" If you click the button for Married, then a drop down will appear that asks, "Do you want to file this return together with your spouse?" Then you choose yes to file a joint return. You would then enter your spouse's information into Personal Info. Whenever you are entering income information there should then be a spot for you and for your spouse's income information.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

PaulaM · ‎June 6, 2019

Married filing joint will, in general be the best filing option for you. TurboTax cannot combine accounts, so the best way to begin, will be by creating a new account with new user ID/Password, although you can reuse one of your email addresses.

https://ttlc.intuit.com/replies/3288477

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I got married in September of 2017. My husband and I have both been TurboTax customers for 2016. How should we file our returns?