Question

2024 1040 - Spouse Information Entry Point

Forum|Forum|1 year ago
February 17, 2025
1 reply
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I selected married to file jointly though have not seen when to enter the spouse information and one step form Federal Review. When should the prompt come for spouse information to be entered. We have used Turbo tax for several years and do not recall this before. Did I miss something?

X

xmasbaby0

Employee

When you enter the primary spouse’s information in My Info, you have to answer the question "Were you married?" If you click the button for Married, then a drop down will appear that asks, "Do you want to file this return together with your spouse?" Then you choose YES to file a joint return. You enter your spouse's information into My Info. Whenever you are entering income information there should then be a spot for you and for your spouse's income information. WATCH for the names as you enter income on the screens. Or when you click to add income it will prompt you to choose which spouse had the income.

When you are entering income on a joint return, every income entry screen will either have a spot with both spouse’s names there, or when you click to enter a W-2, 1099R, etc. it will ask you by name which spouse it is for. You do not have to wait for the software to “ask” you for your spouse’s income.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**