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jmazzarella-jnma
New Member

What are the steps in turbotax to switch from filing separately in 2019 to filing jointly in 2020? We have separate 2019 tax files and want to have 1 file for 2020.

 
2 Replies
xmasbaby0
Level 15

What are the steps in turbotax to switch from filing separately in 2019 to filing jointly in 2020? We have separate 2019 tax files and want to have 1 file for 2020.

You cannot merge or combine accounts if that is what you mean.   So pick the most complex one to transfer to a new 2020 return.

 

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.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
JulioNic
Level 1

What are the steps in turbotax to switch from filing separately in 2019 to filing jointly in 2020? We have separate 2019 tax files and want to have 1 file for 2020.

Champ,

 

thank you very much. 👍 Your advice was very helpful.

 

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