- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
After 38 years as a tax professional this is the first time I have prepared an amended return for this type of situation. The return is finished, no issues there, I am just unsure of what all to send in with it. I am attaching a complete MFJ 1040 with all of the forms and schedules as the change seemed to affect everything. Will they want W-2's since I am adding the spouse? And because two returns are now becoming one do I need to attach the two original MFS filings? I keep flip-flopping back and forth in mind and would like to know how others handle this situation. Thanks.
Best Answer Click here
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
It is unclear whether both MFS returns have already been filed. If that is the case, then they don't need the W-2s because they already have them (and would look at a transcript anyway). I would attach a complete MFJ return but mark it "Information Only - Do Not Process" in big bold letters across the top.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Yes, I should have mentioned this is for tax year 2016 so both were filed timely for 2016. Thank you for your answer. In years gone by (many) I would attach just about everything I could think of. Now days I pretty much stick to the forms that have changed, so will go that route. Just the two into one thing that I found confusing.