How can I change the name on the return?

Forum|Forum|1 year ago
June 16, 2024
1 reply
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My current return has the wife has the primary tax payer, would like to change this to the husband

TurboTax Live Deluxe Online

Best answer by DoninGA

If your prior tax returns also had your wife as the primary taxpayer on the tax return, then you should keep that on your current tax return. Changing the primary taxpayer on your tax returns will cause issues with the IRS when it filed.

However, if this is the first year of filing as Married Filing Jointly, you should clear the tax return and start over to change the primary taxpayer.

If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over. Click on Tax Tools on the left side of the program screen while working on the 2023 online tax return. Click on Clear & Start Over.

DoninGAAnswer

Employee

However, if this is the first year of filing as Married Filing Jointly, you should clear the tax return and start over to change the primary taxpayer.

a1izark-gmail-coAuthor

Thank you for your quick reply.

To be clear, the only way to change spouse to match previous returns is to clear and start over?

DoninGA

Employee

@a1izark-gmail-co wrote:

Thank you for your quick reply.

To be clear, the only way to change spouse to match previous returns is to clear and start over?

Yes. That is the most accurate way to change who is shown as the primary taxpayer on the tax return.