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 2018 tax returns.
  • If you’re changing from married filing jointly, each taxpayer will use the same original total AGI amount from the 2018 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

Tax Terms 101 [INFOGRAPHIC]

Use this dictionary from H&R Block to understand important tax vocabulary. Scroll through our interactive infographic to study for tax time.

File Taxes From Previous Years

Learn more about filing taxes from previous years with advice from the tax experts at H&R Block.

Five Things That Can Qualify or Disqualify You From the Earned Income Credit

Make sure you maintain your eligibility for the Earned Income Credit with five commonly confusing requirements and scenarios. Learn more with H&R Block.

Social Security Benefits And Child Tax Credit

Can you claim a child tax credit if Social Security is your only source of income? Learn more from the tax experts at H&R Block.