Question

Import last year's TurboTax and wife's H&R Block returns

Forum|Forum|5 years ago
April 15, 2021
1 reply
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I got married last year. For 2019, I used TurboTax and my then fiancee had used H&R Block for our individual returns.

For 2020 we will file MArried filing together and want to use TurboTax. Is there a way to import and merge my last year's return (already in Turbotax format) and my wife's return (in H&R Block pdf) into one file?

X

xmasbaby0

Employee

Sorry---no you cannot do that. You can only transfer one tax return into the new 2020 return you plan to file jointly----so you might want to use the most complex one and transfer that one.

To begin a new joint return on TurboTax:

You will not be able to merge two previous TT account to start your new joint return. You can transfer ONE of your 2019 returns into a new return, so choose the most complicated one. The other spouse’s information needs to be entered manually.

When you enter your own information in My Info, you have to answer the question "Were you married?" If you click the button for Married, then a drop down will appear that asks, "Do you want to file this return together with your spouse?" Then you choose yes to file a joint return. You would then enter your spouse's information into My Info. Whenever you are entering income information there should then be a spot for you and for your spouse's income information. Income screens will have spots with each spouse’s name—be careful to enter under the correct names.

**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.**