Question

switching an unfiled return from married joint to married separate

Forum|Forum|5 years ago
March 25, 2021
1 reply
0 views

I am trying to switch my filing status from married filing joint to married filing separate. I have not filed the return yet but I had prepared it. I followed the instructions to switch my status in the personal info tab. Buy my spouse's income still shows up as I walk through the different screens. Shouldn't that automatically be removed? the refund box numbers changed already. The reason I want to switch is to exclude unemployment income from each spouse's income as a separate "taxpayer" because together our joint AGI exceeds the threshold for exclusion.

T

ThomasM125

Your spouse's income may show on the entry screens but not show on the tax return. You can review your form 1040 and schedule 1 to 3 while working in the online version of TurboTax to verify that only your income is showing, by using these menu tabs in TurboTax: