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Posted (edited)

Have a couple that after filing MFJ discovered other issues that necessitate filing separate. One is self employed and the other is an employee at another firm. I amend leaving primary on amended return. Do I then amend the original return with the spouse? Or just file an original return MFS. Summary 1 amended return or 2 amended returns?

 

Edited by Lloyd Hudson
spell
Posted

One amended return to keep one taxpayer. One original return for the other spouse to file. (But I just got out of a 2-hour webinar on tax and Small Business Act changes and don't trust anything I thought I knew!)

  • Like 2
Posted

Normally that can only be done by filing the two MFS returns before April 15.   Is this extended now to July 15?  Most likely, but does anyone know for sure?

Amend the Primary on the 1040 MFJ to MFS and create a MFS for the Secondary.

 

  • Like 1
Posted

Good point about the date, Max. Probably 15 July, because everything that starts with "1040" moves. But, I'd probably aim to get it in 15 April unless I found something official moving the deadline. Lloyd has time. I got a couple things off my desk that I couldn't verify postponed deadlines.

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