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My husband and I had each used TurboTax before we were married. How do I combine our accounts now to file as married without losing all of our self-employment data?

We filed as single in the past. We both use QBSE so have a lot of data to merge.
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2 Replies

My husband and I had each used TurboTax before we were married. How do I combine our accounts now to file as married without losing all of our self-employment data?

Sorry but accounts cannot be combined or merged.   So choose the person who has the more complicated return and use that account and add the other spouse to that return.   That person will become the primary taxpayer on the return and going forward the position of taxpayer and spouse should not be switched ... doing so can confuse the IRS.  

My husband and I had each used TurboTax before we were married. How do I combine our accounts now to file as married without losing all of our self-employment data?

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...

 

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-separ...

 

Compare Joint to Married Filing Separately

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

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