turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Event: Ask the Experts about your refund > RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Husband wants me to amend return and remove him. Will I have to pay back?

Husband was not happy with amount I gave him and feel he is owed more. He wants me to amend my taxes and remove him. Will I end up owing. I claim 5 dependants
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

Husband wants me to amend return and remove him. Will I have to pay back?

no, you won't because tax laws bar you from switching from a joint return to 2 married filing separate returns. (the other way is allowed - MFS to joint) 

 

however, nothing prevents you from doing the calculations as if you were amending.

several rules should be followed since they would apply if originally you had used MFS.

1) if you're both the parents then the one who has the right to claim them is the parent with whom they lived the greater portion of the year (temporary absences ignored) 

2) if 1) is a tie then the parent with the highest Adjusted Gross Income gets to claim them

3) both must itemize or use the standard deduction

 

 

 

Husband wants me to amend return and remove him. Will I have to pay back?

if you got a refund on a joint return it is up to the two of you to agree on how to split the refund.

There is no reason to amend.

If you had filed MFS you probably would have a smaller refund combined.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies