jerry
Level 7

I need to file an extension for a couple in California.

They will file MFS due to high income and the Mental Health Services Tax.  Because California is a community property state, I first prepare the return as MFJ, and then have Lacerte split it using community property rules.

In the past, I've filed a joint extension for them, and despite the (somewhat vague) language in the 4868 instructions, the IRS has complained that a proper extension wasn't filed for spouse's MFS return, despite her name and SSN on the joint 4868.

Last year, I split the returns early and e-filed separate 4868's for each.  But then the filing history for the extensions was over-ridden when I finished the MFJ return and performed the actual split.

Does anyone have a Lacerte procedure that avoids the pitfalls?

Thanks

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