Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community
A
Anonymous
February 6, 2021
Question

Does my wife need to upgrade to Turbotax Premier if we are filing separately and I sold investments that are in my name?

  • February 6, 2021
  • 1 reply
  • 0 views
My wife has used the basic turbo tax software last year, before we were married.

1 reply

R
robtm
Employee
February 6, 2021

Since you are filing separately, and your wife meets the requirements, then she can file a Basic return. You however, will need to use the Premier version since you have sold investments.

    A
    Anonymous
    February 6, 2021

    The questions only ask “did you or your spouse sell any investments” etc. They don’t specify if it’s you or your spouse. When answered yes, they say an upgrade is required. How do we show it was only the spouse? 

    R
    robtm
    Employee
    February 7, 2021

    No, your wife can use any version she qualifies for If you are filing separately. Only you must use Premier version since you have sold investments.

    TurboTax Sign In Widget
    TurboTax flag icon

    Unlock tailored help options in your account

    Create an account
    TurboTax Expert Assist
    TurboTax Expert

    Get answers to all your tax questions

    Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

    Terms & ConditionsAccessibility statement
    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    ©1997-2022 Intuit, Inc. All rights reserved.
    Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks
    of Intuit Inc. Terms and conditions, features, support, pricing, and service options
    subject to change without notice.

    Security Certification of the TurboTax Online application has been performed by
    C-Level Security.

    By accessing and using this page you agree to the Terms of Use.

    Accessibility

    TRUSTe nResult Certified e-File C-Level Security Certification