Amending 2 MFS returns to a MFJ return

Forum|Forum|6 years ago
February 20, 2020
2 replies
21 views

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.

ProSeries Professional

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Best answer by BobKamman

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.

BobKammanAnswer

Level 15

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.

M

MaxineAuthor

Level 5

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.

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