Christian Posted September 25, 2024 Report Posted September 25, 2024 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. Quote
Lion EA Posted September 25, 2024 Report Posted September 25, 2024 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. 1 Quote
Christian Posted September 25, 2024 Author Report Posted September 25, 2024 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 ? 1 Quote
jklcpa Posted September 25, 2024 Report Posted September 25, 2024 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. 2 Quote
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