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January 21, 2022
Question

Can I change my name on my account? I filed jointly with my new legal name last year, but it doesn't show on my account because it's still under my old name. Help?

  • January 21, 2022
  • 1 reply
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I changed my entire name legally in 2020 when I got married (first and middle name included.) When we did taxes last year my husband filed jointly under my new name on his account. I'm trying to access my W-2 so we can file as early as possible, but I can't find a way to change the name on my account to match my new legal name so all of my documents will show up. It doesn't even show that I filed last year.

1 reply

Employee
January 21, 2022

If you filed a joint return with your spouse for 2020 then the tax file is stored in the account that was used to prepare the return.   You need to use exactly the account and user ID that were used to prepare it to access it now.      

 

Not sure what you are trying to do----you are not going to have documents for 2021 showing up in your old account.    You will not be using that account if you file a joint return for 2021.

 

Your W-2 comes from your employer and they have until January 31 to issue it.

 

Every 2021 W-2 that you received must be reported on your 2021 tax return, even if they are for small amounts.  Remember that each one of those W-2’s has your Social Security number on it, and that income was reported to the IRS by the employer.  You do not want to get in trouble with the IRS for under-reporting your income.

ALL of your W-2’s must be entered on the SAME tax return.  

 

Go to Federal>Wages & Income to enter a W-2.

After you enter the first one, you click Add Another W-2.

 

 

W-2's come from your employer, and they have until January 31 to issue it.  Some employers allow you to import the W-2 through the software, but for security reasons you still need information from the actual W-2 to import it.  You might need to phone, drop in, email and/or snail mail an old employer to make sure they know where to send your W-2.

 

https://ttlc.intuit.com/questions/2561916-how-can-i-get-a-copy-of-my-w-2

 

https://ttlc.intuit.com/questions/1934390-how-do-i-import-my-W-2

https://ttlc.intuit.com/questions/2588751-why-can-t-i-import-my-w-2

 

https://ttlc.intuit.com/questions/2938482-how-do-i-take-a-picture-of-my-w-2-in-turbotax-online

 

 

https://ttlc.intuit.com/community/income/help/what-if-it-s-february-but-i-still-don-t-have-my-w-2/00/25998

 

https://www.irs.gov/taxtopics/tc154

 

And….SAVE YOUR OWN W-2!  TURBOTAX DOES NOT SAVE IT FOR YOU.  TurboTax will not have a copy of it in your account and will not have an image even if you snapped a photo.  It is up to you to save it for your own records as stated on the back of the W-2.

 

**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.**