Re: Tax Return Rejected by the IRS
Quote:
Quoting
atanu
Thanks but are you saying if I file jointly I won't expect more than if I filed separately? I'm not expert in this and I could be wrong but I thought if somebody files jointly (MFJ) then he/she would receive more refund than if he/she would have filed as MFS.
If there is no benefit of getting extra refund then what's the scenario of MFS versus MFJ? Which one we should chose and on what basis?
I didn't do any tax calculations etc., everything was done by Turbo-tax with the information from my 2 W2s.
but you said you filed married, separate and it was calculated your return was much greater than either MFJ (per the IRS) or MFS per Turbotax. I was asking why you expected more money when filing separate than if you had filed joint where the tax rate is better for MFJ.
If there is this much discrepancy, I suggest you review your information on Turbotax. I suspect you made an error somewhere.
Re: Tax Return Rejected by the IRS
Okay, sorry for late reply! Thanks for your responses earlier.
I did not calculate if MFJ would give me more refund but I just guessed that joint return may be more. So forget that part, it was just based on my assumptions.
Now, I corrected the mistakes. It's not the software. When I submitted MFS, I did not include her signature on the form, only mine was there but I claimed both of us together, unknowingly (or maybe some mistake in software entry). So they primarily gave me much less money based on that return and asked me if I have any question on their calculations. So I called IRS again and told them that I don't agree with their calculations. They explained things as I just said above. Then based on their suggestions I sent them another return with both of our signatures and this time MFJ using turbotax. IRS suggested me that I should leave the entry of her ITIN blank as they will assign her the number internally and process that. I received her ITIN last week by mail and checked the status of the new tax return (MFJ) that's showing me 'it's being processed'. By the way, the MFJ refund was about $1000 more than my MFS.
Re: Tax Return Rejected by the IRS
Don't forget to amend your Ohio return to "MFJ" now that you have her ITIN.