How far back can I change my filing status MFS to MFJ? The below text from the 1040X instructions mentions for a "credit or refund" it must be within 3 years. Am I able to amend 4 or 5 years back even though I won't get a refund? I am trying to amend for excess Roth IRA contributions in 2014 and 2015.
"File Form 1040X only after you have filed your original return. Generally, for a credit or refund, you must file Form 1040X within 3 years (including extensions) after the date you filed your original return or within 2 years after the date you paid the tax, whichever is later."
