I got married last year. We both were using turbotax separate;y until last year, but we need to file jointly now. is there a way to merge the accounts ?

[vipi941057]

I got married last year. We both were using turbotax separately until last year, but we need to file jointly now. is there a way to merge the accounts ? otherwise we cant use the previous year's import function and have to fill everything all over again.

[VolvoGirl · Accepted solution]

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.

You should usually file a Joint return which is only 1 return combined for the both of you. Joint has the lowest tax rates and the highest Standard Deduction. And if you are in a Community Property state MFS gets tricky to figure out. Make sure to stick with this one account for the future. Just ignore the other spouse's account.

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

[rjs]

There is no way to merge TurboTax accounts. Pick one of the accounts to use as a base for your joint tax return. You will be able to transfer last year's information from that one account, but you will have to enter the other person's information from scratch. The person whose account you use will be listed first on the joint tax return.