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jmansdad
Level 2
March 16, 2021
Solved

Amending Filing Status

  • March 16, 2021
  • 1 reply
  • 15 views

My wife and I filed MFS for 2020, both returns have been accepted.. We will be amending to MFJ when the 1040X is available. We have received a refund for one of the returns and need to make a payment for the other. How are these reflected on the 1040X?

    Best answer by KathrynG3

    In general, the payment and the refund will not be combined. You only amend one of the returns. The IRS disregards the second one when the returns are amended to Married Filing Jointly. TurboTax will walk you through this process. 

     

    For more information, see: How do I amend Married Filing Separately returns to Married Filing Jointly?

    1 reply

    KathrynG3
    KathrynG3Answer
    Level 14
    March 16, 2021

    In general, the payment and the refund will not be combined. You only amend one of the returns. The IRS disregards the second one when the returns are amended to Married Filing Jointly. TurboTax will walk you through this process. 

     

    For more information, see: How do I amend Married Filing Separately returns to Married Filing Jointly?

    jmansdad
    jmansdadAuthor
    Level 2
    March 16, 2021

    Thank you!