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Level 1
posted Mar 3, 2024 12:13:39 PM

How can I use two different TurboTax services for myself and my wife. Hers is very straight forward and mine is complex. Only want to use advisor submitted for mine.

My wife has very straight forward T4 income.
Myself, I have salaried income + self-employment with full expense profile etc.
How can I use the basic turbo tax filing for her, while leveraging the advisor completed turbo tax level for my filing.

0 5 2490
5 Replies
Moderator
Mar 3, 2024 12:24:45 PM

If you want to use 2 different versions of TurboTax for you and your spouse, then you will need to prepare your returns separately.

 

"Basic" is not available in TurboTax Online, it is only available in CD/Download form (for Windows).

Level 1
Mar 3, 2024 12:36:07 PM

Thank you,
If we file separately, is there any downside?

Moderator
Mar 3, 2024 2:27:27 PM

The downside is that the program can't see your spouse's information. You'll have to manually enter your wife's info, and she will have to enter yours. You'll also have to figure out yourself who claims things like donations, medical expenses, etc...

New Member
Jan 27, 2025 2:22:53 PM

My wife does not have T4/income where I have.  Can I go with TurboTax Online - Deluxe where her with free? Thanks

Moderator
Jan 27, 2025 3:13:43 PM

@Prairie_Storm If you are preparing a joint return with your spouse, it will charge you for Deluxe Online version for both returns , as you will be using the same product to prepare & file the return. If you wish to use a Free Online version, you need to prepare a separate return for your spouse not a joint return.