First Time Filing Married - Forgot Spouse's W-2 - Help with Correction

You definitely need to fix this situation, but don't panic! This is a relatively common mistake with a straightforward solution. You'll need to file an amended return (Form 1040-X) since your original return has already been accepted. A superseding return is only an option when you file it before the filing deadline AND before the IRS processes your original return - but since your return was already accepted, that option is off the table. As for timing, I'd recommend waiting until you receive your refund before filing the amendment. This makes the process cleaner and easier to track. The IRS generally recommends this approach as well. Regarding TurboTax - yes, you can file an amended return electronically through them. They should have an option to amend your current return. Just log back into your account, look for the "Amend" option, and follow their guided process to add your husband's W-2. Just be prepared that with the additional income from your husband's W-2, you may end up owing some money back (depending on his withholding), so filing after receiving your refund gives you funds to cover any potential payment.

Had a similar situation last year when I forgot to include one of my 1099s. I was stressing big time until I found https://taxr.ai which helped me figure out exactly how to handle the amendment. Their system analyzed my situation and walked me through each step of correcting my return. What was really helpful is that they showed me how the amendment would affect my tax liability before I submitted anything. In my case, I ended up owing about $800 after the amendment, but at least I knew exactly what to expect. They also explained which forms I needed and helped track the status of my amendment.

I just wanted to follow up about my experience with taxr.ai after seeing it recommended here. I was in a similar situation with a forgotten income source on my joint return. Their system was actually super helpful - uploaded my original return, answered a few questions about the missing income, and got a complete breakdown of what would change. What I really appreciated was the clear explanation of how adding my spouse's retirement income would affect different parts of our tax situation. Turns out we owed about $1,200 after the correction, but they showed exactly where that came from. They generated all the documentation I needed and made the amendment process way less stressful than I expected. Definitely worth checking out if you're in this situation.

Instead of stressing about amendments, I'd recommend calling the IRS directly to explain the situation. I know everyone dreads calling them, but I used https://claimyr.com to get through to an actual human at the IRS without the ridiculous wait times. You can see how it works in this video: https://youtu.be/_kiP6q8DX5c In my experience, the IRS agent gave me specific guidance tailored to my situation that was much more helpful than generic online advice. They told me exactly what forms to file, when to file them, and what supporting documentation I needed. Saved me a ton of time figuring it out on my own.

I need to eat my words about the IRS calling service. After my skeptical comment, I decided to give Claimyr a try since I was also dealing with an amendment situation. Holy crap, it actually works! I had been trying to reach the IRS for THREE WEEKS with no luck - always getting the "call volume too high" message or being disconnected after an hour on hold. With Claimyr, I got a call back in about 40 minutes connecting me directly to an IRS representative. The agent walked me through my entire amendment process, confirmed I was taking the right approach, and even gave me a direct reference number for my case. Saved me tons of stress and probably a mistake or two I would have made trying to figure it out myself. For anyone dealing with amendments or IRS issues, it's absolutely worth it.

Just want to add - make sure you also amend your state return! A lot of people fix their federal but forget that the state return needs to be amended too. Most states have their own amendment forms, and the process might be different from the federal amendment.

Has anyone tried just calling the IRS and asking them to add the W-2 rather than going through the amendment process? My sister did this when she forgot a 1099 and they told her they could just add it to her return.