How do I switch from filing jointly to filing separately?
Note: Once you file a joint return, you cannot choose to file separate returns for that year after the due date of the return.
If you started a joint return, didn't file it yet, and want to switch the primary taxpayer listed on the return to Married Filing Separately, follow these instructions. If you already transferred info over from last year's joint return, it's best to start over with a brand new return that has nothing transferred over. Using TurboTax Online:
Go to the Personal profile screen, and under Your info select your name, then select Edit/Review.
Continue until you reach the About your household screen.
Under Married, change the selection to Plan to file separately or as head of household (special rules apply).
Select Continue and follow the instructions.
Go through your federal and state returns again, just to make sure everything looks OK and makes sense.
Have your spouse create a new return for themselves, if they're also filing this year. Here's how to do this in TurboTax Online.
Don't use these instructions if you're just curious about how filing separately affects your return or if you need to amend a joint return that's already been filed.
