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.

1850

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).

New Member

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...

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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.