Jump to content
ATX Community

Superseded MFS Tax Returns re: Disqualified Joint Unemployment Exclusion

Recommended Posts

Is anybody filing "superseded" married-separate tax returns for excess-of-150k-AGI clients with unemployment income who filed jointly before the unemployment exclusion was born? It doesn't look like IRS's automatic unemployment refund program is going to address these taxpayers. 3% of my client base is affected by this situation.

Link to post
Share on other sites

Thank you for your reply! Interesting podcast. He mentioned that IRS may not recognize the 5/17 extended due date for superseding tax returns. Filing an extension doesn't postpone the date for the joint-to-MFS maneuver as it would for other situations. But my professional integrity demands me to proceed onward unlike some of my colleagues who are choosing to ignore the situation. I just can't ignore it because most of my clients are eligible for an additional $2,200 refund minus any additional overall tax from filing separately. This has been the craziest Tax Season ever. Thanks again!



Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Reply to this topic...

×   Pasted as rich text.   Restore formatting

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

  • Recently Browsing   0 members

    No registered users viewing this page.

  • Create New...