deniserevell3
Level 2
01-12-2021
12:37 PM
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Thank you for your help. I did have to allocate every single item on the Forms W-2 (i.e., social security wages, SS WH, medicare wages, med WH, etc. to get everything looking right. I have only prepared returns in CO which is not a community property state so this was a new experience for me.
I also had to call the CA State practitioner's hotline and ask them:
(1) Do the SE Tax and SE Tax Adjustment get divided between the spouses?
(2) Does the couple need a "Separation Order" to end the community property allocation for tax returns.
The answer to both of the questions was "yes"