Amend return to Married Filing Jointly

To amend a return to Married Filling Jointly, do the following steps.

note

Deadlines for amended returns with filing status changes may differ from other types of amended returns.

Merge the 2 separate clients into 1 joint client using the joint merge tool.

Open the joint client.

Select File
, then Client Properties
.

On the Federal
tab, select 1040 (Individual)
from the dropdown.

Select OK
.

Go to the Separate Filings
folder and select the

Amend

screen.

Enter the information originally reported on the Taxpayer's separate return.

note

Don't mark the Transfer original information
box.

Open the Explanation of changes
statement and enter the reason for amending the return.

This article applies to: