TurboTax AnswerXchange Home Page

does turbotax compare filing married jointly vs married filing separate?

    Cancel

    I cannot believe that turbo tax cannot generate filing separate returns based on the data entered for a married filing jointly return.  Having to use separate logins and key in data that has already been entered is quite labor intensive and rather disappointing.  Instead, I will use the information supplied and assume that filing separately will probably not be beneficial. 

    • Another alternative to not do it totally twice, if you are using the online version, is to go through the process jointly and jot down the results then just go back to the initial screens and change it to separately and jot down the results.  I did that last year.  I believe I ended up having to do one spouse over again but I think it beats creating separate logins.  The result was that MFJ was a better option for us too though.

      Apparently the desktop version has this comparison feature but the online version does not.  I like the online convenience though.  But if you are interested, I pulled this info from another related thread...

      If you file online, you would have to prepare 3 separate tax returns to compare: one MFJ and two MFS for You and your wife.  Our desktop programs do offer a worksheet which, once MFJ return is prepared, splits the return into a "what-if" situations and MFS comparison.  The what-if worksheet is located in the Forms mode. Again, you must have a cd or a download installed on your computer.  
      1.Please click on "Forms" upper right hand corner,
      2. Click on "Open Form" in the upper left corner and
      3.Type "What-if".  You will see a What -if worksheet line below, select it and click on "open form".  
      4. Check the box "MFJ vs. MFS: perform married filing joint versus married filing separate comparison.
    Cancel
    Contribute an answer

    People come to TurboTax AnswerXchange for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

    1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
    2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
    3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
    4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
    5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.
    Cancel

    Similar questions other people found helpful: