BobKamman
Level 15
03-26-2021
10:40 AM
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ProSeries has a feature for splitting an MFJ return into two MFS returns. I haven't used it yet, but will have to do it soon for a superseding return to claim unemployment exclusion. I would have done the joint return first, saved the California part and then split the federal into two MFS returns. Then change the filing status to Single or HoH. (How do you figure out who paid more than half the household costs, if it all comes from community income?)
In other words, do the joint state return first, then work from the joint federal to split into two. Maybe do the 8958 before the split? It's more work than most returns, so a higher fee than most returns. Lamborghini mechanics complain when all their work involves Volkswagens.