If I Change My Filing Status, How Does It Affect My Adjusted Gross Income?

 

When you e-file your taxes, you use your Adjusted Gross Income (AGI) from your previous year’s taxes as a reference to verify your identity. However, if you change your filing status as a married taxpayer, you’ll need to take note of special instructions.

  • If you’re changing to married filing jointly, then each taxpayer will use their individual original AGI amounts from their respective 2017 tax returns.
  • If you’re changing from married filing jointly, each taxpayer will use the same original total AGI amount from the 2017 joint return.

Not sure which filing status is the best for your situation? It’s likely that you could owe more or less in taxes depending on which filing status you choose. Review our article about the benefits of filing jointly vs. separately.

More Information About Your Adjusted Gross Income

You can find your Adjusted Gross Income on your previous year’s tax forms. Depending on which form you and your spouse filed, the number might be located on a different line. Review the following line numbers from the 2017 IRS forms to find your Adjusted Gross Income:

  • Form 1040, Line 37
  • Form 1040A, Line 21
  • Form 1040EZ, Line 4

Still have questions about whether you should change your filing status or about which adjusted gross income number to use? One of our tax pros would be happy to help. Visit your local H&R Block tax office to make an appointment.

Related Topics

Related Resources

Married and Changing Filing Status

Learn if you and your spouse can switch from filing jointly to filing separately from the tax experts at H&R Block.

Home Office Safe Harbor Deduction

Do you qualify for the home office safe harbor deduction? Learn how this deduction could boost your refund and get tax answers at H&R Block.

Tax Records

Learn more about keeping tax records with the experts at H&R Block.

What AGI Amount Should You Use for E-filing?

Filed last year’s taxes after the due date? You might need to use something other than your last year’s AGI amount to e-file.