NASSAUSUFFOLK

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  • 1.  AMENDING 1040 AND IT-201

    Platinum Most Valuable Member
    Posted 01-15-2014 05:05 PM
    This message has been cross posted to the following Discussions: TAX COMMITTEE and NASSAUSUFFOLK .
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    Couple filed MFS for 2012. Now they are amending the returns and are filing MFJ. I no problem with taxpayer and spouse amended return. But what do you do with the Spouse MFS amended return. I made all the spouse numbers zero and put in a note stating all the payments are to be applied to the amended MFJ return, giving both SS#'s in the statement. I did not want the spouse to get a refund and then owe on the amended MFJ.

    Is this correct?

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    Donald Ingram
    CPA
    DONALD INGRAM, CPA
    Plainview NY
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  • 2.  RE:AMENDING 1040 AND IT-201

    Platinum Most Valuable Member
    Posted 01-20-2014 02:02 PM
    Donald,
    I had a similar situation a couple of years ago.  You only need to file one amended tax return.  The amended return will have both spouses listed with the new MFJ status.  In the explanation of changes you can give more details. 
    Feel free to call me if you need further explanation.
    Sandy

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    Sandra Johnson
    SANDRA JOHNSON, CPA PC
    Bellmore NY
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