Skip to main content
Level 5
October 30, 2024
Solved

Is it possible to amend a return changing filling status from MFJ to MFS?

  • October 30, 2024
  • 3 replies
  • 17 views

My understanding, once filed this change can't be done. Is that accurate?

Thanks in advance!

This topic has been closed for replies.
Best answer by Just-Lisa-Now-

Not after the due date of the return.  You can make up (MFS to MFJ), but  you cant  break up (MFJ to MFS).

3 replies

Just-Lisa-Now-
Intuit Community Champion
October 30, 2024

Not after the due date of the return.  You can make up (MFS to MFJ), but  you cant  break up (MFJ to MFS).

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
BobKamman
Level 15
November 2, 2024

Why do you ask?  Did a spouse die, by any chance?  I'm not ready to jump to that conclusion. 

 

Personal representative may revoke joint return election.

A court-appointed personal representative may revoke an election to file a joint return previously made by the surviving spouse alone. This is done by filing a separate return for the decedent within 1 year from the due date of the return (including any extensions). The joint return filed by the surviving spouse will then be regarded as the separate return of that spouse by excluding the decedent's items and refiguring the tax liability.

Level 7
November 2, 2024

If you do it during the tax season, with a superseded return they might accept it. I think, as everybody says after the due date of the return, they probably will deny it. Even the 1040 X says that in the instruction if I remember correctly. 

 

Thank you