Current product is 2019 Personal on Windows. Have used TT Online for many prior tax years. (Migrated to offline this year because price for online way higher due to very minimal discount via Fidelity.)
My spouse's phone number is shown on the Federal Information Worksheet. (It probably got in there many moons ago via some question on some version of the online return product.) It also shows up in the state interview questions. It's wrong (obsolete) and needs to be updated or removed.
Her phone number doesn't show up in Personal Info. Nor is it in my Intuit Account profile. (Mine is, I updated it. It propagated to the tax products as expected.) I've looked everywhere I can find in both the online product, before I reverted to offline, and in the offline product.
Where do I go to edit my spouse's phone number? (Again, it isn't in Personal Info, right or wrong. But it's stored in TT somewhere...)
Thanks in advance for any assistance.
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Changing it Online won't help now....it won't magically appear in you Desktop software if you change the Online settings.
Places to change it....last resort.
1) Switch to Forms Mode...
2) Open the "Personal Wks" and edit/change it there (as many PersonalWks's as you have in your tax file).
3) still wrong?...open the "Info Wks". You can't change the first one in PART I....but in PART II there is also a Home Phone field with a tan/yellow background
You can change any field with a yellow/tan background in Forms Mode....but you normally shouldn't mess around in "Forms Mode" too many mistakes are possible....but phone numbers should be OK.
That's all I can think of..(.Other than starting an entirely new tax file from scratch, with no file transfer from 2018.....that would get rid of everything...any data you'd need form 2018 would need to be manually entered)
Changing it Online won't help now....it won't magically appear in you Desktop software if you change the Online settings.
Places to change it....last resort.
1) Switch to Forms Mode...
2) Open the "Personal Wks" and edit/change it there (as many PersonalWks's as you have in your tax file).
3) still wrong?...open the "Info Wks". You can't change the first one in PART I....but in PART II there is also a Home Phone field with a tan/yellow background
You can change any field with a yellow/tan background in Forms Mode....but you normally shouldn't mess around in "Forms Mode" too many mistakes are possible....but phone numbers should be OK.
That's all I can think of..(.Other than starting an entirely new tax file from scratch, with no file transfer from 2018.....that would get rid of everything...any data you'd need form 2018 would need to be manually entered)
I wasn't expecting an online change to fix the offline data now. I couldn't find any place to change it online--I went looking before I pulled down the in-work 2019 return, in .TAX2019 form, and picked it up offline. The difference between my current .TAX2019 file and the online version is minuscule at this point. If there is a place to change it online, I could easily repeat what I've added/amended to the offline version.
I guess my point is I can't find any place to edit it in the Q&A UI--online or offline. Once upon a time there must have been some place to put it in. Now, editing it, not so much. I'll go look into "form mode".
To update your TurboTax (non-Advantage) account email, phone number, mailing address, or password:
To update your TurboTax Advantage account, see these instructions.
As noted in the OP, the problem is not with my phone number, easily edited as you describe, but with my spouse's which doesn't seem to be exposed in the online or offline Q&A UI anywhere I can find.
I Was able to change it in the offline Forms View Personal Information form view.
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