@zulaatax wrote:
I e-filed my state and federal tax returns as a single in April, and I paid $2,505 for the federal filing. I'm currently mailing my application for my husband's and son's ITINs by filing again as a joint return with them. Does this mean I have to pay for the federal return again?
Don't prepare a new return. Prepare an Amended return. This is a different procedure.
An amended return starts with the return already filed, and then makes whatever changes are needed. In your case, those changes include changing from single status to married filing jointly, adding your spouse and your son as a dependent. At the end, you will print out the amended return which includes a new copy of form 1040 and any other forms with changes, plus a form 1040-X which acts as a cover page that summarizes the changes. The amended return will recalculate your tax based on your new situation, and you will get credits for any payments that you already made. If the amended return results in more tax owed, you just pay the difference, and if the amended return results in less tax owed than you already paid, you will get a refund of the difference.
You may be offered the chance to e-file the amended return. You should decline, because you are going to mail the amended return and the two ITIN applications to the IRS instead of e-filing.
Here are some more instructions.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...
https://turbotax.intuit.com/tax-tips/amend-return/how-to-file-an-amended-return-with-the-irs/L6kO691...
