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?

[rolandgullickson]

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?

[xmasbaby0]

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.   

[rolandgullickson]

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?

[VolvoGirl]

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

[xmasbaby0]

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

[xmasbaby0]

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.

[rolandgullickson]

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! 🙂 

[taxlady28]

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