If you are filing together, and you are transferring information from last year’s tax return, you may have to follow directives based on which tax return you initially started with. If you started doing your return first, it will provide your information first, if you started with your spouse’s information first, it will start with your spouse’s information.
If you are starting a brand new return, then you can start with your information and provide your spouse's afterward.
On the side screen (black section) You will have the option to toggle from your spouse’s to yours by clicking on “My Info” and at the bottom, you will see “Personal Tax Profile” for each of your name’s.
Footnote: You have indicated that you are using TurboTax Live & Assist – please refer to the link provided below to contact our team of experts if needed:
I'm using TurboTax Live Assist & Review. How do I talk to a tax expert? https://turbotax.community.intuit.ca/community/navigating-turbotax/help/i-m-using-turbotax-live-assi...
bachus--
New Member
gpiwowar
Level 2
kevsexton
New Member
chellesq18
New Member
8668911apmf
New Member
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.