turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

My husband and I are filing jointly but using separate turbotax accounts. Should we use only one account to file jointly?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies

My husband and I are filing jointly but using separate turbotax accounts. Should we use only one account to file jointly?

Yes, you must use only one account if you will be filing as Married Filing Jointly as all income from all sources for each of you is entered on only one tax return.

My husband and I are filing jointly but using separate turbotax accounts. Should we use only one account to file jointly?

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 2023 returns into a new 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.

 

**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.**

My husband and I are filing jointly but using separate turbotax accounts. Should we use only one account to file jointly?

When you are entering income on a joint return, every income entry screen will either have a spot with both spouse’s names there, or when you click to enter a W-2, 1099R, etc. it will ask you by name which spouse it is for.  You do not have to wait for the software to “ask” you for your spouse’s income.

**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.**
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question