How Can You Amend Your Filing Status After You File Your Taxes as Married Filling Separately?
Couples who file a federal income tax return have the option of filing either jointly using the Married Filing Jointly status or separately using the Married Filing Separately status. Generally, it is best for a couple to file a joint return, since they will qualify for several tax credits and deductions they cannot claim if they file separately. If a couple files a federal tax return separately, they can amend it and adjust their filing status to file jointly.
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Instructions
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Obtain a copy of Form 1040X, which is used to file an amended return. Use Form 1040X to adjust your income, deductions, credits and filing status, if necessary.
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Alter the filing status on page one of the form. Simply select the “Married Filing Jointly” status under the address portion in the section “Amended Return Filing Status.”
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Complete the rest of the form. If there are any other adjustments to make, enter these in the other sections of Form 1040X. On page two, write an explanation for the changes you made.
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Submit Form 1040X to the IRS. You cannot file Form 1040X electronically, so you must sign and date page two of the form, and send it to the address listed in the Form 1040X instructions. It usually takes the IRS 8 to 12 weeks to process an amended return.
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Tips & Warnings
You do not need to include a copy of your original Form 1040 with the completed Form 1040X. If you need further assistance, consult a qualified tax professional.
References
- Internal Revenue Service; Eight Facts About Filing Status; January 2011
- Internal Revenue Service; Seven Tax Tips for Recently Married Taxpayers; August 2011
- Internal Revenue Service: Form 1040X -- Amended U.S. Individual Income Tax Return
- Internal Revenue Service: Instructions for Form 1040X
- Internal Revenue Service; Ten Facts From the IRS About Amending Your Tax Return; August 2011
