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New Member
posted Oct 29, 2019 6:23:14 PM

How can I offset the amount of my wife's refund against the amount I owe?

So the file I am using has both my first name and that of my wife, i.e. "Bob&Alice". I owe $1,592 and my wife has a refund coming of $1,310. I thought I could offset my wife's refund against my taxes payable but the program seems to indicate that I have to pay the full amount and separately claim a refund for my wife. By the way, I spent 35 minutes this AM in a phone queue then another 20 minutes while put on hold by the "expert" who finally answered my call. I gave up and now, if I try the "contact us" option it simply hangs. Intuit customer service is, apparently, non-existent any more.

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1 Best answer
New Member
Oct 29, 2019 6:23:15 PM

Sorry, you can't do this.  TurboTax is correct.  Although you may have prepared your returns together, you are in fact filing two separate returns.  There is no such thing as a joint return in Canada.  As such,  these are considered 2 separate accounts and CRA does not permit you to offset your balance due against your wife's refund or vice versa

3 Replies
New Member
Oct 29, 2019 6:23:15 PM

Sorry, you can't do this.  TurboTax is correct.  Although you may have prepared your returns together, you are in fact filing two separate returns.  There is no such thing as a joint return in Canada.  As such,  these are considered 2 separate accounts and CRA does not permit you to offset your balance due against your wife's refund or vice versa

New Member
Oct 29, 2019 6:23:17 PM

It should be made clear by TurboTax that amount shown at top right corner is combination of two accounts which have to be paid and/or credited separately.

New Member
Oct 29, 2019 6:23:18 PM

Has this changed from last year, as I did not have to pay even though i owed and she received a refund