Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
CanadaEnglishEN

Pick a language

CanadaFrançais United States of AmericaEnglish
cancel
Showing results for 
Search instead for 
Did you mean: 
paperclip
New Member

I’m using REFILE to amend my 2017 filing. My spouse and I file together, but only my return has an amendment. Do I need to submit my spouse’s file?

 
1 Best answer

Accepted Solutions
TurboTaxKim
Moderator

I’m using REFILE to amend my 2017 filing. My spouse and I file together, but only my return has an amendment. Do I need to submit my spouse’s file?

When you prepare your tax returns simultaneously with your spouse, usually any changes you make as an "adjustment" (or ReFile) affect both returns. For this reason, TurboTax will think both tax returns need an adjustment and want to ReFile them both.

If you are sure that only one tax return is seeing a change from your ReFile adjustment and choose not to pay the $4.99 fee for both, you may need to complete the payment process for both, then contact our Customer Support team for a refund. 

View solution in original post

4 Replies
TurboTaxKim
Moderator

I’m using REFILE to amend my 2017 filing. My spouse and I file together, but only my return has an amendment. Do I need to submit my spouse’s file?

When you prepare your tax returns simultaneously with your spouse, usually any changes you make as an "adjustment" (or ReFile) affect both returns. For this reason, TurboTax will think both tax returns need an adjustment and want to ReFile them both.

If you are sure that only one tax return is seeing a change from your ReFile adjustment and choose not to pay the $4.99 fee for both, you may need to complete the payment process for both, then contact our Customer Support team for a refund. 

View solution in original post

UKay
Level 1

I’m using REFILE to amend my 2017 filing. My spouse and I file together, but only my return has an amendment. Do I need to submit my spouse’s file?

Hi TurbotaxKim,

 

I have the same situation, I refiled mine using the free online TurboTax and my spouse did not need any amendment, his balance remained the same, mine changed.

My refile was successful, and since TurboTax recommended both returns to be refiled, I tried to refile my spouse's return, and I got the below error message - And there is no reason for it to be excluded, I checked the list of exclusions, and I tried four times.

Any thoughts?

Thanks,

We're sorry, the Canada Revenue Agency was unable to accept your NETFILE tax return.
 

Message from the CRA:

 
 
The Canada Revenue Agency cannot process this ReFILE submission as it appears that the submitted changes to the return cannot be requested using the ReFILE service.

 

 
 
Please visit the list of exclusions on the ReFILE website. ReFILE

 

 
You have 2 options:
 
 
 Recommended - Try NETFILE again in a few minutes.
 
 
 
Please note: You only have 5 attempts to NETFILE your return before the CRA will lock you out.
 
 
 
If the problem persists, please contact TurboTax Customer Support for assistance.
 
 
• Print and mail your return to the CRA.

 

TurboTaxMary-Ann1
Moderator

I’m using REFILE to amend my 2017 filing. My spouse and I file together, but only my return has an amendment. Do I need to submit my spouse’s file?

We're sorry for any inconvenience.  Please send us a PM to https://bit.ly/2uCVxN1 so we can assist you.

blazin169
New Member

I’m using REFILE to amend my 2017 filing. My spouse and I file together, but only my return has an amendment. Do I need to submit my spouse’s file?

Hi, I tried to refile my 2019, and the system automatically selected my return first to refile (my wife and I filed together). My return has no changes, and hers has a tuition amendment. The process to refile aborted with the following message on my return, but turbotax did not give me the option to continue and try to refile my wife's amended return - what should I do?

 

Message:

The Canada Revenue Agency is unable to process this ReFILE request as there appears to be no change to the return or some of the fields submitted have resulted in no change.

 

Thanks.

v