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Showing results for Search instead for Did you mean:I need to file an amended return to change the filing status from MFS to MFJ. Both taxpayers have already filed as MFS, separately obviously. The returns were accepted and processed.
1 - Which of the already MFS filed returns do I amend in order to "zero out" the MFS returns and file a combined MFJ 1040X?
2 - Do I use the taxpayer's or spouse's return as a starting document?
3 - Does it make a difference which spouse is listed first on Form 1040X?
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From page 10 of the instructions
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
