Amend return to Married Filing Jointly

To amend a return to Married Filling Jointly, do the following steps.
  1. Merge the 2 separate clients into 1 joint client using the joint merge tool.
  2. Open the joint client.
  3. Select
    File
    , then
    Client Properties
    .
  4. On the
    Federal
    tab, select
    1040 (Individual)
    from the dropdown.
  5. Select
    OK
    .
  6. Go to the
    Separate Filings
    folder and select the
    Amend
    screen.
  7. Enter the information originally reported on the Taxpayer's separate return.
  8. Open the
    Explanation of changes
    statement and enter the reason for amending the return.

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