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My wife and I are filing jointly for first time after getting married last year. We used her TT account. Do I need to do anything with mine?

 
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3 Replies

My wife and I are filing jointly for first time after getting married last year. We used her TT account. Do I need to do anything with mine?

You don't need to do anything with yours. 

 

Only one account can transfer/import its information.  From there, you will have to manually enter any necessary information from the second person's prior return.  Technically, whoever has the most complicated tax return last year would be the best and easiest to import from as there would be less to input but either works.

 

Congratulations on your marriage!

~ Amy ~

My wife and I are filing jointly for first time after getting married last year. We used her TT account. Do I need to do anything with mine?

Use the account registered to the spouse whose name you want listed as "Taxpayer" on your form 1040.

After that you will be locked in to that choice.

My wife and I are filing jointly for first time after getting married last year. We used her TT account. Do I need to do anything with mine?

if you have any carryforward info on your return from 2019 it will not transfer to her 2020 return (different accounts) so those will need to be entered manually on her (joint) return. in fact nothing from your return will transfer including any tax liability you had which is needed if you are subject to penalties for underpaying estimated taxes. also her AGI for e-filing comes from her return but your AGI comes from your return. critical if you want to e-file. 

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