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Level 2
April 23, 2023
Question

Amend filing status from Single to Married Filing Jointly

  • April 23, 2023
  • 1 reply
  • 10 views

Hi,

 

I am a US resident alien who got married to a non-resident spouse in OCT 2021. My spouse moved to US first time in mid-2022 and later obtained her SSN.

I had filed my 2021 taxes as single. Can I amend filing status to MFJ now?

    1 reply

    Level 15
    April 24, 2023

    Yes. Since you were married in 2021 you should have filed jointly then. 

    xyzabcAuthor
    Level 2
    April 24, 2023

    Regarding health insurance, she wasn't insured entire 2021 because she wasn't in United States. So During tax filing when I put her health insurance status(Not insured in 2021), California state department give me some penalty!? What should I do!? Should I still go with the MFJ with paying the penalty!? 

    Level 15
    April 24, 2023

    She is exempt from the penalty since she didn’t live here. Look for exemptions when you do the interview for tat section on the state return. 

    https://www.coveredca.com/learning-center/tax-penalty-details-and-exemptions/exemptions/