- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Can someone with experience provide information on what the process is to amend a MFJ to MFS. 2021 return was filed as MFJ. There is a benefit if it were filed as MFS. IS a 1040x involved? How do you then file the separate returns? I am using ProSeries Pro. Appreciate any information you can provide.
While researching the topic, I thought I read a return filed as MFJ CANNOT be changed to MFS after the due date. Is that correct?
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Hi,
I think it is going to be difficult that the IRS will accept that change, Usually they do not allow to change from MFJ to MFS. They accept the MFS to MFJ but not the opposite. Even the worksheet in the form 1040 X says that. But good luck, I remember years ago, I have a case like yours and they accepted it, but I have to use a taxpayer advocate representative to help. Thank you.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I may be wrong but I do not think you can change from married filing joint to married filing separate unless it is before the due date of the tax return without extension. You can look this up to be sure.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
The election can be made before the extended due date, if an extension was filed. Section 6013. And there is the special case of a surviving spouse, who may be allowed a year to change:
"Exception: A personal representative may revoke an election to file a married filing joint return previously made by the surviving spouse alone. This is done by filing a separate return for the decedent within one year from the due date of the return of the surviving spouse (including any extension)."
I once used this provision to save a widow several thousand dollars after a Block-prepared joint return showed her owing for what would have been taxed only to her husband on a separate return. Always think twice before preparing a joint return with a balance due, especially if one spouse is dead. (We had to have her appointed as personal representative, but it was still worth it.)
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
No can amend J to S.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Heyy, did you say you had a case that amended MFJ to MFS a year after the due date? Can you share a little more, im in a tough spot because my accountant submitted my joint return without my spouses signature who was supposed to sign however he decided to not show up and due to other issues that same month we filed for a divorce (these are 2023 taxes we submitted late in March 2025 due to emotional abuse). Now that we are divorcing he has stated he didn't sign and therefore will not be responsible for these joint taxes, mind you he makes a lot more than me and will put me in a 26k tax debt rather than 5k which is what I would owe.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Heyy, did you say you had a case that amended MFJ to MFS a year after the due date? Can you share a little more, im in a tough spot because my accountant submitted my joint return without my spouses signature who was supposed to sign however he decided to not show up and due to other issues that same month we filed for a divorce (these are 2023 taxes we submitted late in March 2025 due to emotional abuse). Now that we are divorcing he has stated he didn't sign and therefore will not be responsible for these joint taxes, mind you he makes a lot more than me and will put me in a 26k tax debt rather than 5k which is what I would owe.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
You’ve come to an Intuit site supporting tax professionals, and you may be looking for support as an individual taxpayer. Please visit the TurboTax Help site for support.
(When you refer to "my joint return," rather than "our," it will give everyone a clue about what brought about the divorce.)