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MGC94
Level 7
April 7, 2024
Question

MFS to MFJ 1040x

  • April 7, 2024
  • 1 reply
  • 8 views

Taxpayer and spouse filed MFS in 2020

They want to 1040x and file MFJ

Spouse paid in -$1,482 fed and -$421 st

I want to do the 1040x on taxpayer, but where do I get back the money the spouse paid in? 

Thank you in advance 

This topic has been closed for replies.

1 reply

Camp1040
Level 10
April 7, 2024

Not that you asked but you can't efile a 2020 1040-X.

Save and open the return you are amending and open the 1040-X  and input all the changes with the spouse W-2 and the amount of refund spouse received and it should reconcile on the form you may have some manual entries, since the 1040-X will calculate as Joint and not MFS.

You show what the spouse paid in by entering her/him W-2 form and any estimated taxes.