Seniors and students

If you are not preparing the tax returns together in Turbo Tax (Linked) make sure to answer the question in your Profile area.  In Turbo Tax Desk Top software this can be found under the menu on the left hand side of easy steps. Click through to “are there other deductions such as…” (See screen shot).

Then as you advance through the return the appropriate screen will open. Or you can access this screen under the “Deductions & Credits” section, “Other Deductions” the correct box should be checked (See screen shot).

You will then have the opportunity to add information pertaining to your spouse and available to transfer to yourself.