Just-Lisa-Now-
Level 15
Level 15

The CA one wilt be Married Joint/RDP the fed will be Single.  I guess you could file MFS for CA, but thats a bunch of extra work splitting everyone's everything in half manually, and joint generally comes out better.

I start with a MFJ federal, make sure that one is NOT marked for EF.  But mark it to EF the CA return.  Use the TSJ indicators to assign each income/deduction source to T/S.

Then split that MFJ return into MFS (the option is in the File menu when the return is open on the screen), then change those 2 MFS returns to Single.

Some people say you have to split everything 50/50 on the fed Single returns, just like a MFS, but the Feds consider you Single, no community property and a 8958 wont generate on a Single return, so Ive never done it.


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