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February 18, 2024
Question

Help figuring tax- last year was married filing jointly, this year is single

  • February 18, 2024
  • 1 reply
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help figuring tax- last year was married filing jointly, this year is single

1 reply

February 18, 2024

For this year, you will simply enter only your income.  Your last year as Married Filing Jointly will not affect your return for this year.  You may need to create a new account this year, instead of using the one from last year.  This way, you will have just your information on the return and start fresh.

 

When you say you are filing as single this year?  Do you mean you are divorced now and are single, or are you filing separate returns, but are still married.  Be sure you choose the correct one in TurboTax.  If you were still legally married on 12/31, then you would not be able to file as single.  You would file as Married Filing Separately. 

 

The only thing you may need from your return from last year would be the AGI and any credit carry overs you may have. 

 

If you were divorced or no longer legally married on December 31, then you could file as single.

 

Married Filing Joint versus Separate

 

If you are still having issues, and need someone to help with your return, TurboTax does have live help where an expert can see your screen and answer questions as you go.  Simply click on the help button in the upper right hand corner.  

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