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Why does TurboTax 2023 show my return as "individual tax return" if i file jointly?

Every time I run TurboTax (and not only 2023, also the previous versions), it first shows me a window that says "Continue Your 20XX Tax Return"

Why are my returns, as shown in this window, always named "202X My Name Form 1040 Individual Tax Return," if I have never filed an individual return in my life, but always done so jointly with my wife??

 

This just adds confusion and should be fixed

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5 Replies

Why does TurboTax 2023 show my return as "individual tax return" if i file jointly?

TurboTax uses the first name on the tax return.  It is an individual tax return even if you are filing as married filing jointly.  

Why does TurboTax 2023 show my return as "individual tax return" if i file jointly?

It is an Individual return because it's not a Business return.  And it is named for the primary person listed.  

Why does TurboTax 2023 show my return as "individual tax return" if i file jointly?

Thanks for the quick answer

 

Oh, boy, that is confusing... Someone should to straighten this up because the language is clear: if it is individual, then it shouldn't be joint, and vice-versa. Now, if the IRS wants to call our "joint return" an individual return, whatever; but this software should facilitate life for normal people, and thus it could well add a note below about the return actually being jointly filed!

Why does TurboTax 2023 show my return as "individual tax return" if i file jointly?

Thanks for the answer!

 

Please read my answer above

Why does TurboTax 2023 show my return as "individual tax return" if i file jointly?

Here is what a Form 1040 looks like. Notice the top line.  Then notice the choices for filing status partway down from the top.

 

https://www.irs.gov/pub/irs-pdf/f1040.pdf

 

So--now you know---you have been filing a " U.S. Individual Income Tax Return" for all these years even if you filed jointly with your spouse.  

 

**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.**
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