Additional Forms/Changing Information
File an amended return if taxpayers:
Two weeks after Bernard's current year tax return was filed, he received another Form W-2 in the mail. The volunteer tax preparer reviewed Bernard's file to be sure the Form W-2 wasn't included in the original return. The volunteer then helped Bernard prepare Form 1040X to include the additional Form W-2 on the current year return.
Remind taxpayers: if the federal return has to be amended, the state return may also need to be amended.
After the due date of the original return, a taxpayer can change from Married Filing Separately to Married Filing Jointly, but cannot change from Married Filing Jointly to Married Filing Separately. However, an executor may be able to make this change for a deceased spouse. Refer to Publication 17 for more information.