I am trying to file together with my new spouse. Where I can request this as I have entered his profile info but it is not generating the forms and slips for him.

Answer

Here is how to add a spouse's tax return while preparing your own:

That depends on the TurboTax product you’re using.

If you’re using the CD/Download version of TurboTax, you can add your spouse’s return and create a coupled return at any time while you’re preparing your own. If you’re using TurboTax Online, you’ll have to start a new return and indicate in the beginning that you want to prepare a coupled return.

If you're using the CD/Download version of TurboTax

  1. If you’re in the EasyStep interview, select Forms at the top of your screen.
  2. In Forms view, open the View menu and select Personal Information.
  3. On the Personal Information window, check the box for Process spouse’s return as well, even if you’re living common-law.
  4. Then, follow the on-screen prompts to enter your spouse’s personal information, and select OK.
  5. To return to the EasyStep interview, select EasyStep at the top of your screen. Follow the prompts to enter your and your spouse’s information throughout the interview.

If you're using TurboTax Online

  1. Log in to TurboTax Online and select Start a new return.
  2. Select the TurboTax Online product you wish to use and select Continue.
  3. Follow the prompts to enter your personal information. At Marital status, select Married or Living common-law.
  4. Select Yes at Do you want to prepare your returns together.
  5. Follow the prompts to enter your and your spouse’s information throughout the interview.

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