How do I generate a schedule NR on a Joint Michigan return as the Wife is an Illinois resident and works in Illinois. Husband is Michigan resident?

[jdeleo1743]

Taxpayer must file joint Michigan as Federal is filed Joint?

[itonewbie]

You may not like what I'm about to tell you but that's the only conceivable way to get the return correctly prepared with the necessary info even though it may not be aesthetically pleasing or follow the exact wordings of the instructions.

1. General > Client Information: Make sure the box for Full Year Resident is not checked.  Otherwise, Sch NR will not be generated for MI;
2. State & Local > Part-Yr./Nonres. Information > Michigan:
   • Date of Michigan Residency > Self: Enter 01/01/2019 to 12/31/2019;
   • Residency: Enter 2=nonresident;
   • Exemption > Worksheet amount (if one spouse is full-year resident): Follow instructions for Worksheet 5, which is not available in ProConnect Tax, and enter the amount as an override.

The above, in combination, will trigger the following:

• MI-1040 Sch NR will be generated;
• MI-1040 Line 8 will have boxes (b) and (c) checked - PY resident is not exactly the correct status for the taxpayer but that's the best alternative than having only box (b) checked as if both were NR;
• MI-1040 Sch NR Line 4 will have both boxes (a) and (b) checked with the correct residency period reflected for the taxpayer; and
• MI-1040 Sch NR Line 19 will have the correct exemption amount, allowed in full for the taxpayer and prorated for the spouse and dependent(s) based on Worksheet 5.