You'll need to sign in or create an account to connect with an expert.
Was the rejected efile a Joint return? To file MFS you need to setup a new account and not transfer from 2024. But Joint should be be better.
Here's some general info on getting married. Did you both use Turbo Tax last year?
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 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. Make sure to stick with this one account for the future. Just ignore the other spouse's account.
Getting Married FAQ
AND JOINT VS MFS
Joint is almost always better. Here's some things to consider about filing separately……
In the first place you each have to file a separate return, so that's two returns. And if you are using the Online version that means using 2 accounts and paying the fees twice. The Desktop CD/Download program would be better to use.
Many people think they come out better when filing Married Filing Separate but they are probably doing it wrong. If one person itemizes deductions on Schedule A then the other one must itemize too, even if it's less than the standard deduction, even if it is ZERO! And if you are in a Community Property state it can be complicated to figure out.
And there are several credits you can't take when filing separately, like the
EITC Earned Income Tax Credit
Child Care Credit
Educational Deductions and Credits
And contributions to IRA and ROTH IRA are limited when you file MFS.
Also if you file Married Filing Separately up to 85`% of your Social Security becomes taxable right away even with zero other income.
See …….
Married filing Separate in Community Property States. If you are in a Community Property state it can be complicated to figure out.
Yes, it is possible switch your filing status to Married Filing Separately.
However, be sure that before you officially re-file, you compare the difference between a joint return and separate (adding the tax from both separate returns.)
Also, if you are receiving the Premium Tax Credit, married couples cannot file separately, or you'll be disqualified. So while you are legally permitted to file a separate return, it may not be beneficial.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
emtaylor8
New Member
Sunny1219
New Member
rst2026
New Member
donaldg2895
New Member
zaman-ruman
New Member