Joint Tax Simulation

Forum|Forum|4 years ago
July 22, 2021
1 reply
5 views

My partner and I filed 2020 taxes separately. We would like to simulate filing 2020 taxes as a joint return. Please advise. (We are planning to get married soon).

[email address removed]

TurboTax Live Premier Online

VolvoGirl

Level 15

If you are using the Online version do not test in your real accounts. You can set up a new account. You don't have to pay unless you want to print it.

Online is only good for 1 return per account. But you can use the same email address for 5 accounts. How to start another return in the Online version

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596

The Desktop CD/Download program can do unlimited returns.

Here's some general info on getting married......

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

https://ttlc.intuit.com/community/tax-filing-status/help/what-does-getting-married-mean-for-my-taxes/00/1756642

And info on Getting Married…..

http://turbotax.intuit.com/tax-tools/tax-tips/Family/Getting-Married/INF12006.html

Is it better to file Joint or Separately?

https://ttlc.intuit.com/questions/1894449-is-it-better-for-a-married-couple-to-file-jointly-or-separately

Compare Joint to Married Filing Separately

https://ttlc.intuit.com/questions/2895312-how-can-we-compare-married-filing-jointly-with-married-filing-separately