I just filled out for Married Filing Jointly, but we are likely filing Separately in order to lower my student loan payments. How do I do it w/o losing one spouse's info?

elliehunja · ‎June 4, 2019

Opus 17 · ‎June 4, 2019

You can't. You need to start over from scratch. Each tax return online requires a separate account, and a separate fee unless you qualify for free filing. Your spouse needs a new account from scratch. You may be able to use your joint account and make it into a separate return by deleting all your spouse's income and deductions, but if you miss something you could end up getting a letter or audit. It is recommended to make 2 new accounts.

If you don't qualify to file for free, it will be more cost effective to purchase the desktop program installed on your own computer and file that way.

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Opus 17 · ‎June 4, 2019

You can't. You need to start over from scratch. Each tax return online requires a separate account, and a separate fee unless you qualify for free filing. Your spouse needs a new account from scratch. You may be able to use your joint account and make it into a separate return by deleting all your spouse's income and deductions, but if you miss something you could end up getting a letter or audit. It is recommended to make 2 new accounts.

If you don't qualify to file for free, it will be more cost effective to purchase the desktop program installed on your own computer and file that way.

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I just filled out for Married Filing Jointly, but we are likely filing Separately in order to lower my student loan payments. How do I do it w/o losing one spouse's info?