Amending 2 MFS returns to a MFJ return

[Maxine]

After 38 years as a tax professional this is the first time I have prepared an amended return for this type of situation.  The return is finished, no issues there, I am just unsure of what all to send in with it.  I am attaching a complete MFJ 1040 with all of the forms and schedules as the change seemed to affect everything.  Will they want W-2's since I am adding the spouse?  And because two returns are now becoming one do I need to attach the two original MFS filings?  I keep flip-flopping back and forth in mind and would like to know how others handle this situation.  Thanks.

[BobKamman · Accepted solution]

It is unclear whether both MFS returns have already been filed.  If that is the case, then they don't need the W-2s because they already have them (and would look at a transcript anyway).  I would attach a complete MFJ return but mark it "Information Only - Do Not Process" in big bold letters across the top.  

[Maxine]

Yes, I should have mentioned this is for tax year 2016 so both were filed timely for 2016.  Thank you for your answer.  In years gone by (many) I would attach just about everything I could think of.  Now days I pretty much stick to the forms that have changed, so will go that route.  Just the two into one thing that I found confusing.