Using the Personal Information window

Enter your identification information in the Personal Information window:

To open this window, open the Forms menu and type personal information.
Enter or change the information in your current return, as needed.
To start a new return with new information, go to the File menu and choose New.
When you have finished entering your personal information, click OK to go on.

Will I use up another return if I change this information?: You can freely change all personal information in your tax return except your social insurance number (SIN) without counting another return against your return limit.

You can freely change your SIN until you electronically file your tax return or print it (or any form from it) for the first time. After that, if you change your SIN, TurboTax counts another return against your return limit.

Name, SIN, and date of birth (DD/MM/YYYY)

Title - mandatory only for Québec residents.
First Name and Last Name - mandatory.
Initial - optional. Enter the letter only, without a period.
Date of Birth - mandatory, in the format DD/MM/YYYY (e.g., October 12, 1966 is entered as 12/10/1966). Be careful to enter your correct date of birth because some tax calculations depend on your age.
Social Insurance Number (SIN) - mandatory.
- Be sure your SIN is correct before you electonically file or print your return for the first time. After that, if you change your SIN, it will count as a second paid return.
- TurboTax cannot determine if the SIN you have entered is actually yours, only that it is valid. It is possible to continue with a valid SIN that is not yours, but make sure you enter your own SIN before you electonically file or print your return for the first time.

Date marital status changed (if applicable)

If your marital status changed in 2023, enter the day and month of the change in the Personal Information window. For example, if you married on February 27, enter 27/02.

If your marital status changed more than once in 2023, enter the most recent change . Enter the information about your earlier marital status at the bottom of the Personal Information worksheet. .

Note: The death of a spouse during the tax year causes a change in your marital status. At the end of the previous tax year, you were married. When your spouse died, your marital status changed to Widowed.

Process spouse's return as well?

You can complete a tax return for yourself and your spouse or common-law partner at the same time. Doing so lets TurboTax optimize both returns for the lowest possible taxes.

To couple your return to your spouse's or common-law partner's return, select the Process spouse's return as well checkbox. Then fill in the information on the right half of the Personal Information window. Both taxpayers must have the same marital status and must reside in the same province.

Note: If you and your partner do not prepare your returns together, make sure you enter his or her net income on your T1 General (the amount from line 23600 of his or her return, or the amount that it would be if he or she filed a return), even if it is zero. The CRA requires this amount to calculate the GST/HST credit and other credits.

If you were previously married or living common-law and your tax returns were prepared together, but you divorced, separated, or widowed, you can uncouple a previously coupled return. However, some calculations depend on marital status, so review your return before and after you do.

Province of residence

Province of residence - Choose the province in which you resided on December 31st, 2023. This may be different from the province where you currently live.

To file as a non-resident, select non-resident.

Additional choices for Québec residents

This is your first Québec income tax return - Select this box if you have never filed an income tax return before in Québec. When you do, the corresponding box 3 on the Québec provincial income tax form is marked.
You are eligible for the amount for a person living alone - If you lived alone, you may be able to claim a tax credit on line 35300.
You are eligible for the amount for a single-parent family - If you were the only adult living with dependant children, you may be able to claim a tax credit on line 30500.