change filing status after filing

Forum|Forum|4 years ago
June 2, 2022
1 reply
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I filed my 2021 taxes married filing separately for a specific reason that was worth the significant extra I had to pay in taxes. However, that reason has now changed and I am wondering if I can refile as married filing jointly and receive a refund for the overpayment?

TurboTax Home & Biz Windows

Best answer by xmasbaby0

" if I can refile as married filing jointly "

You AND your spouse can amend to file a joint return if you BOTH agree to filing jointly. You cannot decide that on your own and amend without your spouse agreeing to it.

https://ttlc.intuit.com/questions/1899507-how-do-i-amend-a-separate-return-to-married-filing-jointly

Bsch4477

Level 15

Yes. You can amend your return from filing separately to filing married, jointly. Amended returns can take more than 6 months to process.

xmasbaby0

Answer

Level 15

" if I can refile as married filing jointly "

You AND your spouse can amend to file a joint return if you BOTH agree to filing jointly. You cannot decide that on your own and amend without your spouse agreeing to it.

https://ttlc.intuit.com/questions/1899507-how-do-i-amend-a-separate-return-to-married-filing-jointly

**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.**

chubby_2003Author

Level 2

and just in case anyone else reads this thread...yes, in this case the filing status can be amended....BUT

if it had been the other way around (married-joint --> to any other filing status), then NO, you could not do that (unless the amendment occured before the filing deadline)

I am now in the process of amending prior year return from MFS to MFJ. Where do I input the refund (my wife) and payment (me) that was previously done? I see that line 18 on 1040x looks like where it goes. Do I add both mine/hers or enter them separately? The state form is a little more complicated, looks like NJ-1040x line 69 is the overpayment. Again, here do I add hers/mine previous refunds? I put numbers in the worksheet, but the calculation didn't change at the top of turbotax.