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Level 2
June 5, 2020
Question

If a wife is the "taxpayer" and the husband is the "source" for 2018 joint filing, do the order needs to be in place for 2019 filing?

  • June 5, 2020
  • 3 replies
  • 11 views
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3 replies

Just-Lisa-Now-
Intuit Community Champion
June 5, 2020

IRS prefers you dont keep flip flopping them back and forth...why do you want to change?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 2
June 5, 2020

Hi Thanks so much for your response, and yes I did mean spouse.  I didn't know it would make a difference until I tried to e-file it was rejected.

itonewbie
Level 15
June 5, 2020

@theacctglady05 wrote:

Hi Thanks so much for your response, and yes I did mean spouse.  I didn't know it would make a difference until I tried to e-file it was rejected.


But what do you mean by "source"?  That's my point.

The order of how you report the husband or the wife as the taxpayer vs spouse shouldn't be the cause of the rejection.  It's probably how you miscoded the income as being related to the spouse.  You may like to review whether you correctly checked or unchecked the box for spousal income, if you reversed the order from a proforma'ed return.  If you determined that was not the cause, please post the error message you received for the rejection.

---------------------------------------------------------------------------------Still an AllStar
itonewbie
Level 15
June 5, 2020

Not sure what you mean by 'husband is the "source"'.  In any case, the order makes no difference to the IRS or state DoR.

---------------------------------------------------------------------------------Still an AllStar
Just-Lisa-Now-
Intuit Community Champion
June 5, 2020
I think they meant spouse
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
BobKamman
Level 15
June 5, 2020

When you flipped the names, did you remember to flip the SSN's also?  And maybe the dates of birth (not sure if that bothers the e-File police, too). 

Level 2
June 5, 2020

Thanks, I will check to make sure.