Unable to file amended return for spouse

Forum|Forum|5 years ago
March 29, 2021
2 replies
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We originally filed with the status of Married Filing Jointly. The return was accepted by the IRS. We are now filing an Amended return and changing the filing status to Married Filing Separately. I should mention that when we filed my information was first on the return. I open the original accepted return, and make the appropriate changes removing my spouse. TurboTax will let me file this amended return. However when I do the same thing for my spouse, i.e. remove my information, Turbo Tax states it has to be mailed because it appears the original return was not filed with Turbo Tax. I assume it is because I was named first on the original return, and now I am not. Is there any way around this?

Best answer by macuser_22

You only amend the return for the taxpayer listed first on the joint return. The spouse (2nd person listed) files a new original separate return.

(Amending the joint return removes the spouse as if the spouse has not filed at all.)

ToddL99

Please clarify - are you using an online version of TurboTax?

RJCTMC97Author

My apologies - Desktop Deluxe.

macuser_22Answer

Employee

You only amend the return for the taxpayer listed first on the joint return. The spouse (2nd person listed) files a new original separate return.

(Amending the joint return removes the spouse as if the spouse has not filed at all.)

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**