Amend return to Married Filing Separately, Single, or Head of Household

To amend a return to Married Filing Separately, Single, or Head of Household, do the following steps.
  1. Review the joint client to make sure that you coded everything correctly as
    Taxpayer
    ,
    Spouse
    , or
    Joint
    .
  2. Run the
    Filing Status Optimization
    tool to split the joint client.
  3. Open the taxpayer or spouse return.
  4. Go to the
    General input
    folder and select the
    1040
    screen.
  5. Change the filing status to the relevant code.
  6. Go to the
    Separate Filings
    folder and select the
    Amend
    screen.
  7. Enter the information originally reported on the joint client.
  8. Open the
    Explanation of changes
    statement and enter the reason for amending the return.
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