SimpleTax Help

Why do the same sections appear in my and my partner’s return?

This answer only applies to partners with linked returns.

To maximize your refund, we share certain sections with your partner. This means, for the most part, the same sections will appear in both returns.

Before you and your partner finish your returns most claims will be allocated to the higher income-partner, and some (such as medical expenses) will be allocated to the lower-income partner.

When both of your returns are free from errors, the optimizer will run and we’ll figure out who should claim the credits and deductions associated with these sections. You’ll have the opportunity to review and make changes to our suggestions before you submit your return.