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Amending rejected 2018 taxes

Our taxes were rejected by the IRS for 2018 and is it possible to go back and file married but separately?

We originally filed married jointly but my husband owes taxes from a pension withdraw?

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2 Replies

Amending rejected 2018 taxes

You do not amend for a rejected return.  Just print and mail the original return.  Joint is still the best way to file.  Joint has the lowest tax rates and the highest Standard Deduction.   And if you are in a Community Property state MFS gets tricky to figure out.  Here's some things to consider about filing separately……

 

Many people think they come out better when filing Married Filing Separate but they are probably doing it wrong.  If one person itemizes deductions then the other one must itemize too, even if it's less than the standard deduction, even if it is ZERO!  

 

And there are several credits you can't take when filing separately, like the

EITC Earned Income Tax Credit

Child Care Credit

Educational Deductions and Credits

 

Online for 2018 is closed now so you can not start a new 2018 return or finish one. Online is only for 2019. Oct 15, 2019 was the last day to efile.  2018 is now the prior year.

How to finish a prior year online return
https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-finish-a-prior-year-return-that-i-...

You can only buy the download for prior years. You have to buy a separate program for each year. They only sell the last 3 years. You need a full Windows or Mac computer to install it on. Buy the download here
https://turbotax.intuit.com/personal-taxes/past-years-products/

You have to print and mail prior year returns. When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS received the return. Don’t forget state.

Important! Mail Federal and State in separate envelopes and mail each year in separate envelopes.

If you are getting a refund, there is not a penalty for filing past the deadline. You have 3 years to file for a refund. If you owe taxes, the interest/penalties will be calculated by the IRS based on how much you owe and when they receive your return and payment. The IRS will bill you for this; it will not be calculated by TurboTax.

How to file a prior year
https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-prepare-a-prior-year-tax-return/00/25...



Amending rejected 2018 taxes

Please be clear---did you do anything to file the rejected 2018 return?  Was it ever filed --either by e-file or by mailing it?  If not, then you do not amend.  Amending is a special process you only use if a return was filed, accepted and fully processed by the IRS.

 

 

If the return was never filed at all, then "amending" is not what you do.  You finish preparing the return(s) and print, sign and mail the returns.

 

BUT--why do you think filing MFS would be better for you?  

If you were legally married at the end of 2018 your filing choices are married filing jointly or married filing separately.

Married Filing Jointly is usually better, even if one spouse had little or no income. When you file a joint return, you and your spouse will get the married filing jointly standard deduction of $24,000 (+$1300 for each spouse 65 or older)  You are eligible for more credits including education credits, earned income credit, child and dependent care credit, and a larger income limit to receive the child tax credit.

 

If you choose to file married filing separately, both spouses have to file the same way—either you both itemize or you both use standard deduction. Your tax rate will be higher than on a joint return. Some of the special rules for filing separately include: you cannot get earned income credit, education credits, adoption credits, or deductions for student loan interest. A higher percent of your Social Security benefits may be taxable. Your limit for SALT (state and local taxes and sales tax) will be only $5000 per spouse. In many cases you will not be able to take the child and dependent care credit. The amount you can contribute to a retirement account will be affected. If you live in a community property state, you will be required to provide additional information regarding your spouse’s income. ( Community property states:  AZ, CA, ID, LA, NV, NM, TX, WA, WI)

 

 

https://ttlc.intuit.com/questions/1894449-married-filing-jointly-vs-married-filing-separately

https://ttlc.intuit.com/questions/1901162-married-filing-separately-in-community-property-states

https://ttlc.intuit.com/questions/1894449-is-it-better-for-a-married-couple-to-file-jointly-or-separ...

 

 

If you really did file the joint return:

There is a rule that you cannot amend from filing jointly to filing separate returns after the filing deadline.  You cannot change to Married filing separately for 2018 now.

 

 

If you still need to prepare and file your 2018 return(s):

 

 Online preparation and e-filing for 2018is permanently closed.  You have to download 2018 software to a full PC or Mac (not to a mobile device) and then print, sign and mail your return.  If you already paid for your TurboTax software, you can contact customer support to push a download of the software to you.

To call TurboTax customer support

https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number

They are available from 5 a.m. to 5 p.m. Pacific time.

To finish a prior year return started in TT online:https://ttlc.intuit.com/questions/2559403-how-do-i-finish-a-prior-year-return-that-i-started-in-turb

When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS and/or your state received the return.

 

NOTE:  Since you will be using desktop software for this, you can try the returns both married filing jointly and married filing separately and see which is better for you.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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