Question

How can I do a couple return as I forgot how I did it last year? If someone could give me step by step instructions to do this?

Forum|Forum|2 years ago
February 28, 2024
1 reply
0 views

Need to know if I do one income tax return for the the both of us or two separate ones?

TurboTaxSusan

You have to click on "Start a new return" to file a couple return. Here are the steps to file the couple tax return:

Sign in to your TurboTax account
Select Start a new return
Select the TurboTax Online product you wish to use, and indicate how you did your taxes last year
On the Welcome step, select My spouse/partner and me under the question Who are you preparing this return for?
Follow the prompts to enter your personal information. On the What's your marital status? step, select Married or Living Common-law
At Do you want to prepare your returns together?, select Yes
Select Continue and proceed with completing your returns.

Thank you for choosing TurboTax.

B

be77yboopAuthor

Yes, you email was of great help as well as the step by step made it so much easier for me to understand. Thank you for taking the time to reply.

G

GHarpe

Hi Again,

So how I can file for both John and Jane Do as couple? By the way I have acces to Turbo tax 2022 for both as singles!

if not, should I file each separately and add the second as a spouse and vice versa?

RGDS

You have to click on "Start a new return" to file a couple return. Here are the steps to file the couple tax return:

Sign in to your TurboTax account
Select Start a new return
Select the TurboTax Online product you wish to use, and indicate how you did your taxes last year
On the Welcome step, select My spouse/partner and me under the question Who are you preparing this return for?
Follow the prompts to enter your personal information. On the What's your marital status? step, select Married or Living Common-law
At Do you want to prepare your returns together?, select Yes
Select Continue and proceed with completing both your returns simultaneously.
Remember, when done, you will need to Netfile the two separate returns.

If you indicated that you used TurboTax to do your return last year, the software will guide you to transfer your information but not your spouse's. The software will only be able to transfer both next year when transferring this spousal return.

Thank you for choosing TurboTax.