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Level 1
posted Apr 14, 2025 4:07:32 PM

I submitted a return separate from my wife, but we now want to file jointly. I know I need to file an amended return, but what does she do since she has not filed yet?

Don't want her to get hit with a penalty. Does she file for an extension and then I submit an amended return with us filing jointly?

0 7 472
7 Replies
Level 15
Apr 14, 2025 4:09:26 PM

She will have to wait for your return to be fully processed and then you amend the separate return to switch to filing jointly.   She cannot file a joint return at this time----it would just be rejected.   

Level 1
Apr 14, 2025 4:11:51 PM

Right but in the meantime until my return is fully processed and I can submit an amended return does she need to do anything? If she doesn't file by the deadline won't she get hit with late fees?

Level 15
Apr 14, 2025 4:13:46 PM

No she doesn’t file her own return.  You just amend your return to Joint and add her info to it.  

Level 15
Apr 14, 2025 4:26:24 PM

If you are getting a refund on the joint return there are no penalties or late fees for filing after the deadline.

Level 15
Apr 14, 2025 4:30:45 PM

Oh--and let's review----you are the one who went ahead and filed a separate return, thereby precluding the filing of a timely joint return.....but you are concerned that "she" might get hit with a penalty?   Not how it works Mr. Husband.....the penalty would be shared and would really be your fault.   But....if there is a refund on the joint return, there is no penalty.

Level 1
Apr 14, 2025 4:41:06 PM

Very much appreciate the answers and the information, thank you! If you're ever looking for help off that high horse I would love to repay the favor! 🙂 

Level 9
Apr 14, 2025 5:22:35 PM

I would suggest she file an extension.  Not sure why no one else thinks it is a good idea.