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Level 1
posted Aug 5, 2019 7:37:18 AM

I received an Individual Taxpayer Identification Number for my wife to allow me to file Married Jointly for 2018. We were married in 2017. Can I amend my 2017 1040 changing my status from Single to Married Jointly?

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3 Replies
Level 15
Aug 5, 2019 7:47:17 AM

[Remove incorrect information} 

 

See this TurboTax support FAQ for amending a 2017 tax return originally completed and filed using TurboTax - https://ttlc.intuit.com/community/amending/help/how-do-i-amend-a-return-in-turbotax/01/27372

Level 15
Aug 5, 2019 8:45:46 AM

I beg to differ ... you CAN amend to change to either MFS OR MFJ ... however what you cannot get are credits listed below ... just remember that the spouse's total worldwide income must be entered on a joint return so choose carefully ...

The Protecting Americans from Tax Hikes or PATH Act made several changes to the tax law, including preventing retroactive claims of the EITC and CTC by amending a return or filing an original return for any earlier year in which the individual or anyone listed on the return did not have a SSN valid for employment. You can't claim EITC or CTC unless the Social Security number for you, your spouse (if married filing a joint return) or a qualifying child is issued before the due date of the return including any valid extensions.
http://www.thetaxadviser.com/newsletters/2016/jan/congress-makes-changes-to-popular-tax-credits.html

Level 15
Aug 5, 2019 10:02:46 AM

Awww Snap...I keep messing that up.  Go it stuck in the grey cells and cannot get rid of it.  Of course they can amend to MFJ with the ITIN that was issued.  Just none of the credits you listed.