How can I prepare Married Filing Separate Returns

3 replies
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I have a married couple that can benefit if they file separate returns. I have never had to do this, and all the documents are on the Husband's Client account. Is there advice to prepare the separate returns? Do I just copy and change the client or do I have to separate the clients? Is this going to be two returns against my account balance or one?

ProConnect Tax

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idawkrizmanAnswer

Level 3

It would be nice to be able to use two credits but no have to create three returns - Married Joint then two Married Separately. I did create the two returns. Was hoping for a simpler solution.

George4Tacks

Level 15

https://proconnect.intuit.com/community/tax-filing-status/help/married-filing-jointly-vs-married-filing-separately-comparison/00/4756

You will need to use two credits to create these two SEPARATE tax returns. Be sure to charge appropriately.

Answers are easy. Questions are hard!

idawkrizmanAuthorAnswer

Level 3

It would be nice to be able to use two credits but no have to create three returns - Married Joint then two Married Separately. I did create the two returns. Was hoping for a simpler solution.

George4Tacks

Level 15

I think that you can:

1. Make a copy of the Return and switch TP and SP and use this return for the SP by changing all T & S references in the return.

2. Use your original return for the TaxPayer return. Just change filing status to MFS.

Answers are easy. Questions are hard!

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