Question

How do I answer "Confirm Your 2019 Federal Return Info" if I filed single last year and filing jointly this year?

Forum|Forum|5 years ago
April 10, 2021
1 reply
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After entering my wife and I's 2019 state return information, Turbo Tax is asking to confirm my 2019 federal return info. How do I answer "Confirm Your 2019 Federal Return Info" if I filed single last year and filing jointly this year? Do I add my wife and my 2019 federal return info?

Unfortunately Turbo Tax does a poor job explaining what to do when someone if filing jointly for the first time.

KrisD15

In what section is this asked?

If for your 2019 AGI, use the 2019 AGI of the taxpayer listed first.

If this is for something else, like a credit, please clarify.

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S

smevansAuthor

It was asked under the Income section, "Refunds Received for State/Local Tax Returns". Turbotax asks if we received a state return last year and how much. In the notes it recommends adding my spouses return amount with mine for a total state return received.

When you click next, it asks to confirm your last years federal information to determine how much of last years state return will be taxable. But the federal info it shows from last year is just my own info as we were not married yet. Do I need to correct that with both my wife and I's info?

S

smevansAuthor

Specifically: "Take a look at what's below and tell us if it's correct. We just need to check if anything has changed since you filed your 2019return. This will help us figure out how much of your state tax refund or local tax refund is taxable for 2020."

But the screen only shows my information, not my wife's. Even though it is reviewing state return amount of both of us combined.