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.
- SelectFile, thenClient Properties.
- On theFederaltab, select1040 (Individual)from the dropdown.
- SelectOK.
- Go to theSeparate Filingsfolder and select theAmendscreen.
- Enter the information originally reported on the Taxpayer's separate return.noteDon't mark theTransfer original informationbox.
- Open theExplanation of changesstatement and enter the reason for amending the return.