Question

Trying to switch Filing Status using software

Forum|Forum|5 years ago
June 29, 2020
2 replies
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I want to create a new tax scenario using Married Filing Separately, but it seems that it isn't as simple as changing the Filing Status field on the Personal Info page. Do you need two separate TurboTax accounts to accomplish this? If so, how do I "remove" my spouse from my return in the software and file hers separately? can I do this all in the software?

T

Texas Roger

Employee

You can only prepare and file one tax return using the online product. To prepare Married Filing Separately returns for each spouse, you must have two TurboTax accounts. One account for each spouse.

DoninGA

Employee

Yes, you would need two separate accounts to file as Married Filing Separately using the TurboTax online editions - https://turbotax.intuit.com/personal-taxes/online/

To change your current tax return from MFJ to MFS and you have already entered all of your spouse's tax data, it would be simpler to just clear the return and start over.

If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over. Click on Tax Tools on the left side of the program screen while working on the 2019 online tax return. Click on Clear & Start Over.