State Return Transferring wrong taxpayer

Forum|Forum|1 year ago
March 26, 2025
1 reply
6 views

I have income from two states, so a RI and MA state return are needed. We file jointly. However, when I install the MA state return it automatically transfer my spouse's information (the wrong taxpayer) and I cannot figure out how to change it so it correctly has my income, personal information, etc.

KeshaH

Level 11

If you'd like, we can look at your return and see exactly what you see to help come to a resolution. The return will be scrubbed and won't include any of your personal details.

If you're using TurboTax Online:

Once you're logged in to your account,

- on the left hand panel, click on Tax Tools and then choose Tools

- on the pop up window, select Share my file with Agent

- you'll see a message saying you'll give us a copy of your tax return. Your personal information will be changed so we can't see any private information.

- click okay and you'll get another message with a token

If you're using TurboTax Desktop:

Click on Online in the top menu of TurboTax Desktop for Windows
Select 'Send Tax File to Agent'
Write down or send an image of your token number and state then place in this issue.
We can then review your exact scenario for a solution

Please reply to this message with your token so that we can further assist you. Let us know all other states that are included on the return.

neirAuthor

Level 2

Thank you for offering to help. I worked on it a bit more and figured out how to do it by an article, "How do I prepare a joint federal return and separate state returns?" in Turbo tax.