unemployment and filing separate

Forum|Forum|5 years ago
March 21, 2021
9 replies
40 views

So I have ran a few returns and in some of the cases it is obvious to now file separate due to the cap on unemployment at 150K adjust gross. So do you think IRS will consider that when they say they are handling the returns that are previously filed as joint. UGH just another thing on our plates to amend these on our own? Are you going to do that or hope IRS gets it right.

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sjrcpa

Level 15

IRS will not change a joint return to MFS for this.

You'll need to do it by May 17.

The more I know the more I don’t know.

abctax55

Level 15

AND... I believe it should be a 'superseding' return rather than an amended return.

The general rule is that one isn't allowed to change from MFJ to MFS.

HumanKind... Be Both

jclark11Author

Level 3

But we can go mfj to mfs if before deadline

D

dmccpa

Level 4

I think this is a ridiculous stance taken by the government once again. If single is $150k cap then MFJ should be $300K cap. Regardless, is it even worth it to file single because of the change it tax rates?

jclark11Author

Level 3

I have determined that as long as you have similar incomes with husband and wife. Then excluding the unemployment on a mfs return benefits them.

abctax55

Level 15

@jclark11 - You should review this thread:

https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/how-do-i-get-lacerte-to-evenly-split-unemployment-compensation/00/146216

HumanKind... Be Both

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