How to Remove a Spouse and/or Change the Primary Taxpayer.

When the filing status is MFJ or MFS, our system locks certain fields—especially primary taxpayer information.
To unlock these fields, you must temporarily switch filing status to Single.

🛠️ Step-by-Step Instructions

STEP 1 — Change Filing Status to Single

This unlocks spouse and primary taxpayer fields.

1. Navigate to Filing Status
2. Select Single
3. Save changes

💡 Required step — this resets spouse fields so you can edit the return.

STEP 2 — Change the Primary Taxpayer

If you need to switch the taxpayer order:

1. With filing status still set to Single, navigate to Personal Information > General Information
2. Enter the correct primary taxpayer details
3. Save

After correcting the primary taxpayer, you may later re‑add the spouse (if applicable).

STEP 3 — Update Taxpayer Information

Double‑check:

• SSN/ITIN
• Legal name
• Date of birth

✔ Ensure the primary taxpayer's SSN is correct before selecting the final filing status.

STEP 4 — Select the Correct Final Filing Status

1. Go back to Filing Status
2. Choose:
   • Single
   • MFJ
   • MFS
   • HOH
   • QSS
3. If filing jointly or separately, navigate back to Personal Information > General Information, and re‑enter spouse information
4. Save and review