When you start a new joint return, you can only transfer one of your past year returns, so choose the most complex one to transfer. The information for the other spouse must all be entered from scratch. Keep a record of how to access that old return just in case you need to look something up, etc. TurboTax and the IRS save returns for seven years.
How to start a new joint return
You will not be able to merge two previous TT account to start your new joint return. You can transfer ONE of your 2024 returns into a new 2025 joint return, so choose the most complicated one. The other spouse’s information needs to be entered manually. The first name you enter will be the “primary” taxpayer——and in subsequent years you need to keep the names in that order—do not try to change the order of the names.
When you enter the primary spouse’s information in My 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 enter your spouse's information into My Info. Whenever you are entering income information there should then be a spot for you and for your spouse's income information. WATCH for the names as you enter income on the screens. Or when you click to add income it will prompt you to choose which spouse had the income.
When you prepare a joint return you include all the information for both spouses on the SAME tax return. Include all of your personal information, all of your income from every source, all dependents (if any), all credits and deductions for both of you. You get ONE refund with both names on it.
Best Wishes!
**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.**
