When two TurboTax filers get married, can their TurboTax accounts be combined or can information from the spouse's account be linked to speed up the filing process?

[xmasbaby0 · Accepted solution]

No.

To begin a new joint return on TurboTax:

You will not be able to merge two previous TT account to start your new joint return.  You can transfer ONE of your 2019 returns into a new return, so choose the most complicated one.  The other spouse’s information needs to be entered manually.

When you enter your own information in My Info, you have to answer the question "Were you married?"  If you click the button for Married, then a drop down will appear that asks, "Do you want to file this return together with your spouse?"  Then you choose yes to file a joint return.  You would then enter your spouse's information into My Info.  Whenever you are entering income information there should then be a spot for you and for your spouse's income information.  Income screens will have spots with each spouse’s name—be careful to enter under the correct names.

[rae703]

Thanks for the info @xmasbaby0 , kind of sucks though! I would have thought TurboTax would have nailed this. Now I'm going back and manually combining numbers from the previous year, and having to remember all the 1099's that need to be entered. They will not get 5 stars from me this tax season.

Thanks again for the quick response!

Happy Returns! 😉

[VolvoGirl]

What amounts do you need to combine?  

[rae703]

@VolvoGirl  I had to combine previous years state refund and taxes paid. The big pain is TurboTax can’t pull info from your spouse’s previous year return, so you’re forced to look things up.