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Level 1
April 13, 2021
Question

FILED INCORRECT STATUS and panicking over payment

  • April 13, 2021
  • 2 replies
  • 17 views

Last night our Married Filed Jointly return was accepted electronically by IRS and Ohio.  We owed almost $4000 between both of these returns.  We entered our direct payment information which will be deducted May 16th.

Afterwards, we realized we should have tried to file MARRIED FILING SEPARATELY so we tried that today and it reduced our tax liability by half.   

Questions:
The original return was e-filed and is now amended in just my husband's name; and he is due a refund.   But my return owes money which I haven't yet e-filed because I'm afraid we'll both get a big withdrawal from our account and am panicked!!
How do I handle this and know that his amended return gets the refund while mine pays??

    2 replies

    RayW7
    Level 12
    April 13, 2021

    Married filing joint is almost always the best option however, you can amend if done before the original filing deadline. 

     

    You can amend a return to change from married filling separate to married filing joint but not from married filing joint to married filing separate unless you do so prior to the original filling deadline without extensions.

     

    -follow these link(s) for additional information-

    How to Change Your Tax Filing Status - TurboTax Tax Tips ...

    Should You and Your Spouse File Taxes Jointly or Separately ...

    fanfare
    Level 15
    April 13, 2021

    Call IRS e-file Payment Services 24/7 at 1:::888:::353:::4537 to inquire about or cancel your payment.