Are you preparing returns for both former spouses (which may not always be the best idea) and are looking for a way to proforma both returns? Honestly, it may not be worth the complicated efforts you will need to make because it is a manual process. PTO does not have a function to split MFJ returns automatically.
- Make a copy of the original return so that the filing copy will remain intact;
- In the newly created return, you need to make sure your prior year return had every income, expense, and credit coded corrected for TSJ;
- Check the MFJ comparison to make sure the allocation is in order;
- Make one more copy of this return;
- In the first copy you made in #2, remove all the entries coded S and manually split the amounts coded J;
- In the second copy you made in #4, remove all the entries coded T, manually split the amounts coded J, and, finally, recode S as T;
- Proforma both of these returns to create their 2019 returns; and
- In each of the 2019 returns, you will need to manually allocate the 2018 taxes from the original MFJ return for F.2210 and YOY comparison.
After reading the above, I think you'd get the idea why it's not worth the effort, even though it's doable.
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Still an AllStar
