How do I prepare a spousal or coupled return in TurboTax Online?

by TurboTax• Updated 3 days ago

In online versions of TurboTax, you can prepare your spouse or common law partner's tax return at the same time as yours. This is called a spousal/coupled return. If you’ve already started your return but haven’t indicated that you want to prepare together, you'll need to start a new return and indicate that you want to prepare your spouse or common-law partner’s return together with yours. Follow the instructions provided to begin this process:

Note: Once you fill out your personal information, you won’t be able to go back and change your selections at Who are you preparing this return for? and Do you want to prepare your returns together?

Preparing a spousal/coupled return

Sign in to your TurboTax account.
From the side navigation panel, select Start a new return.
If you arrive at Welcome back!:
1. Select Start your return if you want to use info you provided last year.
2. Otherwise, select Create a different return.
3. We'll follow the steps for Create a different return.
Follow the EasyStep process until you arrive at Who are you preparing this return for?, select My spouse/partner and me, and select Continue.
Follow the prompts to enter your personal information.
At What's your marital status on December 31? select Married or Living Common-law as applicable.
Select Continue and proceed with completing your returns.