Amending separate returns to a joint filing status

Forum|Forum|7 years ago
June 1, 2019
1 reply
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My husband and I filed separately, thinking it would be easier. Now we will be amending our filings. For the amended filing, do we enter each other's information on BOTH returns?

TurboTax Free Edition Online

VolvoGirl

Employee

No. You just pick 1 separate return (probably his) and only amend it to change it to Joint by adding all the other spouse's info to it. Just forget about the other person's separate return.

How to Amend MFS to Joint -OR - Joint to Separate (before April 15)
https://ttlc.intuit.com/replies/3300283

J

juely-siegelAuthor

Employee

My husband's is more complicated so we will be amending that one. He has already paid his taxes. I assume the IRS will issue a refund for the taxes paid once they process the amendment, correct?

I efiled mine and it has been accepted. I am entitled to a refund. I don't really know what to do with mine now. Can I just cancel my return through TurboTax? OR should a amend mine some how and send it in with my husbands? OR do I do nothing?