You'll need to sign in or create an account to connect with an expert.
Since you are filing separately, and your wife meets the requirements, then she can file a Basic return. You however, will need to use the Premier version since you have sold investments.
The questions only ask “did you or your spouse sell any investments” etc. They don’t specify if it’s you or your spouse. When answered yes, they say an upgrade is required. How do we show it was only the spouse?
No, your wife can use any version she qualifies for If you are filing separately. Only you must use Premier version since you have sold investments.
Are you filing a Joint return or as Married filing Separate? It should not be asking you who sold anything.
Sounds like you are filing Joint. Joint is one return combined for the both of you. Please explain how you are filing. You got married in 2020?
Here's some general info on getting married. Did you both use Turbo Tax last year?
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
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?
Compare Joint to Married Filing Separately
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
bjorn_helgaas
Level 1
02d57792880f
New Member
mwcondry
Level 2
AgiFix
New Member
spaceswimer
Level 1
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.