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MFS (Married Filing Separate) or Single to MFJ (Married Filing Jointly)

How to switch from MFS or Single Filing Status to MFJ (and vice versa) in Scenario Analysis

  • First, upload each MFS or Single tax return as normal into the couple's household.
  • In Scenario Analysis, click +Add a Scenario > Load Tax Return (Read Only) and select the first return.
  • Repeat this process to add the second return.
  • Then +Add a Scenario > Create Blank Scenario as a third scenario. In this scenario, manually add the numbers from Scenario 1 and 2 into the new Scenario 3.
 
The same can be done for a MFJ couple who wants to see what it would be like to file separately, just in reverse. 
 

To change the filing status, expand the filing status bar in the Filing Status / Age / Dependents Section and using the dropdown menu. Be sure to indicate the Taxpayer(s) as applicable.