How do I change from MFJ to MFS before submitting an original 2019 Form 1040?

ashque · ‎07-14-2020

I prepared a 2019 Form 1040 for a MFJ married couple living in Texas, a community property State. Now, before we submit the return for e-filing, the couple decided that they want to file it MFS. They lived together until Oct 1, 2019, when she moved out. How should I allocate their data to comply with MFS?

AshleyatIntuit · ‎07-15-2020

So the Community Property state information should be on Form 8958.

As far as how you allocate, I would refer to the government instructions. Per the About if you right click this form in ProSeries, it calls out entries on this form have no impact on either the fed or state return. Further since TX has no actual 1040 version of the return, I am unsure on how the allocation would have impact but here is the IRS pub on Community Property for reference: https://www.irs.gov/forms-pubs/about-publication-555