Hi,
Today as we were reviewing our tax forms we discovered that her filing status for 2019 is "Single" instead of MFS which we were originally going for. (We filed MFS partially because I have a small business and she is regular W2 employee and we didn't want to potentially have delays in her tax return in case mine got delayed- which it did. She got her return in like three weeks while mine took about 2 months).
In any case, we think it might be due to the fact that she just imported her profile from previous years from the tax filing website she used and just entered W2 data and left her original profile unchanged. Our mistake that we didn't review it before e-filing.
She doesn't owe any taxes or anything (but I did about $200), and we aren't claiming/deducting anything else. We also recently moved. She made about $15k in 2019. So, my questions are.
- Do we just enter our new address + MFS status change on top portion of 1040X, alongside PART III where Explanation of changes is needed? Do we just explain there that it was because of our ignorance to double check while e-filing?
- IF we're filing her status as MFS, Do we also have to fill out the entirety of 1040X with income and deductions (We don't have the 1040 at hand but we do have the transcripts from IRS website?
- Theoretically, since we're amending her return anyway, would be better for us to just use my return and amend it to a Married Filing Jointly return instead of a MFS? Is that even possible?
I'd appreciate any pointers. Thanks!
