How do I go back to do my spouse's return at the same time as mine?

I initially clicked an option to do my return separately from my spouse's on an early page of the Interview.

She had stared her own TurboTax return separately and it seemed easier to each do our own. However I am being asked for a line from her tax return, which she doesn't have yet. Presumably she will be asked for the same about me. Isn't this a Catch-22?

It may be simpler to do both our taxes at once, however I can't seem to go back to alter that selection. Do I have to start over completely to do this? If so, how do I start over?


7 people found this helpful

You do not have to do joint preparation just to be able to populate spousal Net Income.
Provided your returns are reasonably simple, individual preparation works fine.

Everyone in Canada reports tax as an Individual, there is no joint spousal return.
That said, everyone who reports as Married or Common-Law must at minimum identify their partner and provide their Net Income.

The spousal Net Income amount is not directly factored into your tax, but does impact credits and benefits, particularly spousal amount of credit. For these reasons, it is ok to estimate Spousal Net Income, provided you estimate high. CRA will not assess the spouse until they submit their own return, with a declared Net Income.

Do absolutely NOT enter zero spousal Net Income unless you are 100'% sure this is the case.
You do not want to get a large rebate, only to have to repay it.

You can continue with your separate filing, make a high side estimate for your spouse Net a Income.
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