Re: Create a new account

gvanessa1 · Jun 6, 2019 5:21:34 AM

Need help setting up new account

Create a new account

What sort of trouble are you having? You need to start a fresh, new account for your ex-wife, separate form the account you used last year. There isn't any way to copy data from the old joint return to a new return, so don't bother. Just go through the process of a brand new start.

Who was the primary taxpayer on the joint return? You? If so, you should keep your old account and when you indicate that you are filing Single, your ex will be removed. You will need to check for any forms for the ex had carried over from the previous year and delete them.

If your ex was the primary, then let your ex keep the old joint account and you make a brand new account for yourself.

Make sense?

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