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I filed my turbo tax and entered all my information. This is my first time filing jointly with my wife and was wondering why turbo tax didn’t ask for my wife w2?

Forum|Forum|2 years ago
March 17, 2024
3 replies
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We got married in 2023. Turbo tax only asked for her 2022 AGI.

TurboTax Deluxe Online

Best answer by xmasbaby0

Did you already e-file without entering your spouse's income? If you filed already without entering it, you will have to wait until the return is rejected or accepted. If it is rejected, you can go back in to it and add your spouse's income. If it was accepted you will have to wait for it to be fully processed and then amend to add her W-2.

When you file a joint return, every income screen will have spots with each spouse's names. After you added your own W-2, you should have clicked Add W-2, and it would have taken you to a screen where you could choose to add a W-2 under your own name again or under your wife's name.

X

xmasbaby0Answer

Employee

Did you already e-file without entering your spouse's income? If you filed already without entering it, you will have to wait until the return is rejected or accepted. If it is rejected, you can go back in to it and add your spouse's income. If it was accepted you will have to wait for it to be fully processed and then amend to add her W-2.

When you file a joint return, every income screen will have spots with each spouse's names. After you added your own W-2, you should have clicked Add W-2, and it would have taken you to a screen where you could choose to add a W-2 under your own name again or under your wife's name.

**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.**

P

pancakespancakes

This just isn't true. It does not have a spot for my spouse's name. I can add her W2, but it looks like I am adding it for me.

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xmasbaby0

Employee

@pancakespancakes If you set your return up correctly as a joint tax return, every income entry screen will have a spot for each spouse. When you enter a W-2 it will ask if the W-2 is for you or your spouse by name. Go back to MY INFO and make sure you said you want to file a joint return with your spouse. Make sure you have entered her information including her date of birth and SSN.

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. Go to the screens to enter your spouse’s W-2’s, 1099’s, etc. just like you did for your own income. Then look for your spouse’s name there.

**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.**

J

JulieS

Yes, you need to add her W-2 forms as well if you are filing jointly. If you haven't submitted your return for e-file, you can add them now.

Here's how to add her W-2 forms to the return:

Sign in to TurboTax.
Select Wages & Income.
To the right of Job (W-2), select Edit/ Add.
Select Add New W-2.
On the screen Who does this W-2 belong to? select your wife's name, then Continue.
Use the next few screens to import or enter her W-2 forms.

As to why TurboTax didn't ask you for her W-2 forms, the program asks for the same things you had last year and also asks some general questions about new things you may need to add.

If you did already e-file, you will need to amend your return. Follow this link for more about that.

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M

Mike9241

when you did 2022 you entered your w-2 info. when you did your 2023 return your w-2 info was transferred so Turbotax knew to ask about it. There was a question about your filing status for 2023 which should have been edited to MFJ. on a subsequent screen it will ask about your w-2 and to enter info after that there will be a screen to add another w-2 which would have been your spouse's. on the next screen you choose between a second w-2 for you or one for your spouse.