Hi Community,
Married TPs filed as single and HOH respectively. Now they want to file jointly. Both TPs received refunds at the time however MFJ will get them a bigger refund. Now I have seen feedback where others say "just pick one and amend it" but is it really that simple? How do I account for the income and refund that the other spouse received? The software doesn't seem to account for this type of scenario. HAs anyone ever had this case? I searched the community but didn't see a clear cut example with a clear cut explanation.
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What part of the 1040-X instructions don't you understand?
You are changing from separate to a joint return. If you and
your spouse are changing from separate returns to a joint return,
follow these steps.
1. Enter in column A the amounts from your return as
originally filed or as previously adjusted (either by you or the
IRS).
2. To determine the amounts to enter in column B, combine
the amounts from your spouse’s return as originally filed (or as
previously adjusted) with any other changes you or your spouse
are making. If your spouse didn’t file an original return, include
your spouse’s income, deductions, credits, other taxes, etc., in
the amounts you enter in column B.
3. Read the instructions for column C to figure the amounts
to enter in that column.
4. Both of you must sign and date Form 1040-X.
How could someone who was married file single?
What part of the 1040-X instructions don't you understand?
You are changing from separate to a joint return. If you and
your spouse are changing from separate returns to a joint return,
follow these steps.
1. Enter in column A the amounts from your return as
originally filed or as previously adjusted (either by you or the
IRS).
2. To determine the amounts to enter in column B, combine
the amounts from your spouse’s return as originally filed (or as
previously adjusted) with any other changes you or your spouse
are making. If your spouse didn’t file an original return, include
your spouse’s income, deductions, credits, other taxes, etc., in
the amounts you enter in column B.
3. Read the instructions for column C to figure the amounts
to enter in that column.
4. Both of you must sign and date Form 1040-X.
Because there is nothing that prevents them from doing so.
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