Prior year filed Single but should be MFS

Forum|Forum|7 months ago
December 2, 2025
2 replies
15 views

Hello!

New client who is happily married - she and her husband prefer filing separate...I am filing 2023 + 2024 as MFS.

The 2022 return she filed shows filing status of Single. In speaking with her, she has always filed MFS and was not aware/did not notice the 2022 status = Single. Just had new preparer in 2022 who missed it.

She does benefit by filing Single due to additional medicare tax thresholds being $200,000 for Single vs. $125,000 for MFS.

She would owe an additional $500 for 2022 had she filed MFS.

Should I amend or wait to see if IRS catches it?

Thanks in advance!

ProSeries Professional

Best answer by jeffmcpa2010

I believe you have an obligation to inform the client of the error.

It is the client's choice whether to correct the error or not.

IRonMaN

Level 15

"Should I amend or wait to see if IRS catches it?"

The IRS doesn't check marriage records as of 12/31, so they aren't going to catch it. Since you know the return is wrong, you should inform the client that an amended return should be filed.

Slava Ukraini!

J

jeffmcpa2010Answer

Level 10

I believe you have an obligation to inform the client of the error.

It is the client's choice whether to correct the error or not.

E

ea_rva aka acctgtaxmattersAuthor

Level 5

I have notified her - she is deferring to my recommendation which is to amend but wanted input before I did.

Just-Lisa-Now-

Intuit Community Champion

How much $$$ are we talking about?

Id let her know that it 'should be' amended, and this is what the $$ difference would be, and they'll end up hitting her for interest as well. Its her choice whether to amend or not.

How much longer till the SOL is up for 2022...another 6 months or so? If they haven't caught it yet, I doubt they ever will.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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