"after the filing deadline, you are precluded from reverting from MFJ to MFS. "
Is this an IRS rule or the lack of a feature in TT Desktop? I can't find any such restriction (as of 4/14/2025) in the online IRS rules regarding amending MFJ to MFS after filing. According to them, I can amend MFJ>MFS after filing for the current tax season **and the preceding 2 tax seasons**. That means 2024, 2023 and 2022 are eligible for amendment after filing.
Thanks in advance for clarifying this- I discovered only this year that MFS is $800 better in terms of tax due and if the problem is only that TT-2023 can't handle the amended 2023 return I need to find something/someplace that can.
As to all the admonitions everywhere alleging that MFJ is inherently better than MFS for married couples, the TT-23 What-If-MFJ-vs-MFS worksheet agrees with TT-24: MFS is $800 better for us. One of us works and the other has only SS, and filing MFS results in zero tax on the SS while at the same time dropping the spousal W2 tax bracket from 22% (both incomes via MFJ) to 12% (only 1 income via MFS. So even with the standard exemption being cut in half for MFS, it's a no-brainer. Thanks.
