Hello,
Thank you for the detailed reply. We are considering amending the prior year returns to MFJ, that is probably the easiest option, for now, we need to look at the income though. So my only question now is the timing of each filing. Meaning, when we decide how to handle the prior year amended returns, in what order should the filings be done?
I am looking at each year as a separate task/transaction and it looks like I would do them in order. Meaning I would decide how to handle 2023, do the filing (electronically through turbo tax). Which would inform the 2024 amended return, which would then inform the 2025 current filing.
Is my logic correct?
