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Posted

A client couple who live together want to change their filing status as indicated. I keep getting a rejection on efiling her return and on checking her info can find no entry errors. However, I did not check the Name change box. Could this be the problem?. Her name has not changed but of course she now appears in line 1 of the return with her husband in line 2 indicated of course as MFS status. Any info is appreciated.

Posted

From TTB WebLibrary: 

Amending joint/separate returns. Spouses can amend separate
returns to file jointly. Once a joint return is filed, taxpayers cannot
choose to file separate returns after the due date of the return.


Exception: A personal representative can choose to file a separate
return for a deceased spouse up to one year from the due date
of the return.

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Posted

My bad. He has filed an extension due October 15th. apparently for MFJ but they now want to file MFS before the deadline. Having filed the extension for MFJ are they now prohibited from using the MFS filing status even though neither has yet filed their returns ?

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Posted
2 hours ago, Christian said:

My bad. He has filed an extension due October 15th. apparently for MFJ but they now want to file MFS before the deadline. Having filed the extension for MFJ are they now prohibited from using the MFS filing status even though neither has yet filed their returns ?

The joint extension covers both taxpayer and spouse no matter whether they file MFJ or MFS.  It will be fine.

  • Like 2

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