topic change filing status on 2019 return (amendment) in Tax help for military filers

change filing status on 2019 return (amendment)

lge27 — Tue, 02 Feb 2021 23:18:21 GMT

My husband is active duty military with residency in Texas. In 2019, we lived in Delaware (my domicile; his location due to PCS). Turbotax recommended that we file "married filing combined separate." However, in doing so, his military earnings were taxed in Delaware where they shouldn't have been. I tried filing an amendment through Turbotax but cannot change my filing status to "married filing separate forms" like a state auditor suggested. We ended up owing money to Delaware because his earnings were taxed. Otherwise, we would have received a refund. And now we live in Guam. Please help!

I tried to call Turbotax to speak to a person but was unsuccessful

Re: change filing status on 2019 return (amendment)

SundayInSalem — Tue, 26 Apr 2022 14:30:09 GMT

You will need TurboTax CD/Download to prepare a separate amended Delaware return.

How do I prepare a joint federal return and separate state returns?

I need to amend my state return

Re: change filing status on 2019 return (amendment)

TomD8 — Thu, 28 Apr 2022 14:13:54 GMT

When you file your amended return, don't forget to enter in the personal info section of TurboTax that your husband was military, and don't forget to indicate that his W2 was a military W2.

Also, the Veterans Benefits and Transition Act of 2018 ("VBTA") was in effect for the 2019 tax year. It allows the non-military spouse of an active duty servicemember to claim the servicemember's military SLR (State of Legal Residence) as his or her State of Residence too, for state tax purposes.