Do I have to amend my whole tax return if I switch from filing single to married?do I have to file our taxes to get the refund or do I add him & his information onamended

[DanielV01 · Accepted solution]

Yes, the whole tax return is amended if you are using a different filing status than what you used originally.  If you are going to change the status from single to married filing joint, then, yes, you will add his information as part of the amended return.  

When should you amend?  You can wait some if you wish.  You may want to see that the refund is fully issued.  Then, when you do amend, you will be able to see if you will receive an additional refund or have to pay some of it back.  You will have until April 15 to amend the return and pay back if that is what you must do.  If you will receive more refund, you can file after April 15, late does not apply.

The following FAQ provides guidance on amended returns.  Right now, amended returns are not available in the 2018 version of TurboTax, but as soon as they are, the FAQ will be updated to include these instructions:  https://ttlc.intuit.com/replies/3288565

[snyderg94]

So I’m pretty sure we will owe. how do we pay it back? Obviously I’m not going to spend any of it till we know what our refund really is supposed to be, but can I just give them my bank account information or credit card information and pay it back that way? I am having the return e-filed to my bank account..

[DanielV01]

You will have a couple of options to pay.  When you send in the amended return, you can include a check or money order for the amount you must pay back.  Or you can send in the amended return, and search for payment options online.  Unfortunately, with an amended return, you cannot provide bank information along with the amended return because the forms are mailed in.  But TurboTax will help you with these instructions.