Strongsilence-C PA
Level 10
03-18-2024
03:13 PM
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Thank you @jharvey
What does "period of participation" mean? It is a vague term, and I haven't found an example. I think that if the earnings underlying the pension arise while the taxpayers are married AND living in a community property state, then the pension is community.
Pensions don't automatically split 50/50 on an MFS return for community property states because they are sometimes considered separate property.
I would like LC to have a joint box for these situations when they are community property.