Skip to main content
March 7, 2021
Question

Amending for status

  • March 7, 2021
  • 1 reply
  • 0 views

In 2019 filed married filing separately without realizing it affected the amount of Roth IRA contribution. Will amending return to filing joint correct this problem to avoid the penalty?

1 reply

March 8, 2021

Yes, you can change your filing status from a separate return to a joint return by filing an amended return using Form 1040-X.  If it corrects the ROTH contribution, you will be able to avoid the penalty.