I need to change the filing status that was used on my original return. What needs to be done?

I need to change the filing status that was used on my original return.  What needs to be done?

You must file your Illinois return using the same filing status as your federal return.  For example, you must file a joint Illinois return if you filed a joint federal return.  There is one exception to this rule.  If either you or your spouse is an Illinois resident and the other is a part-year resident or nonresident, you must file "married filing separately" unless you elect to file a joint return on which you are both treated as residents.  You may make or revoke this election at any time prior to the extended due date of the return by filing Form IL-1040-X.

If you originally filed a joint return, but did not treat both yourself and your spouse as Illinois residents, you must correct that error by either filing a joint IL-1040-X treating yourselves as Illinois residents or by filing separate IL-1040-X forms, even if the extended due date has passed.

If you file separate IL-1040-X forms, each spouse must list his or her own income separately even if one spouse did not have any Illinois income.  Any spouse filing as a nonresident or part-year resident must also attach a completed Schedule NR.

Submit a question