Question

Amend tax return to change filing status from MFJ to MFS

Forum|Forum|1 year ago
March 6, 2025
1 reply
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I filed the taxes for myself and my wife a few weeks ago. We have now realized that MFS would benefit us more with her student loans, so I want to amend. The amendment is easy but I’m concerned on what she needs to do on her end. Does she file her taxes as if she never was on mine, after I amend and remove her from mine? I just need to know what to do on her end.

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X

xmasbaby0

Yes---you can amend your joint return to a MFS for ONE of you, but when you file MFS there are two tax returns ---one for each spouse. So one of you uses the joint return and amends to MFS and the other has to start a new original MFS return. Follow all the rules----if one of you itemizes deductions, the other spouse must also itemize. Or you both have to use standard deduction.

You must amend before the April 15 filing deadline---after April 15 you are not allowed to amend from filing a joint return to filing separate returns.

HOW TO AMEND FROM MFJ TO MFS OR FROM MFS TO MFJ

https://ttlc.intuit.com/turbotax-support/en-us/help-article/small-business-processes/switch-filing-jointly-filing-separately/L3UGzwHa1_US_en_US?uid=m69orsz1

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Z

ZackwbutlerAuthor

Thank you! I will be doing the amendment. So when she files, she would just file a return basically as if we never had to amend and just select MFS when she selects her status? She doesn’t haven’t to do anything with any amendments? Just file a normal return?

M

MAK70

Correct- you will have one amended return that changes the filing status and removes all of her income/credits/etc. then file a second new/fresh separate return with her information only. @Zackwbutler