This article applies to:

Amend return to Married Filing Separately, Single, or Head of Household

To amend a return to Married Filing Separately, Single, or Head of Household, do the following steps.

note

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

Review the joint client to make sure that you coded everything correctly as Taxpayer
, Spouse
, or Joint
.

Run the Filing Status Optimization
tool to split the joint client.

Open the taxpayer or spouse return.

Go to the General input
folder and select the

1040

screen.

Change the filing status to the relevant code.

Go to the Separate Filings
folder and select the

Amend

screen.

Enter the information originally reported on the joint client.

note

Don’t mark the Transfer original information
box.

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