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How do you enter w-2 in community property state filing MFS?

tonywprice
Level 1
 
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5 Comments 5
sfmethod
Level 2

Be sure to change the settings accordingly:

Settings/Options/Tax Return/Federal Tax Options/Community Property State: Yes

Then enter wages as usual making sure to mark the spouse check box if it's the spouse's W-2. Then once you split the return it should allocate wages 50/50, but make sure to double check the state ssn and details so that it reports the w-2 to the correct taxpayer or spouse.

tonywprice
Level 1

Is your response related to ProConnect Online or another software? I don't see those options in ProConnect Online.

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sfmethod
Level 2

Apologies, I thought it was for the Lacerte software. I don't know  how it works for ProConnect.

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Cathi
Level 1

I have all of the settings for the split correct.  However, the spouse with earnings lives in NV - to state tax.  Spouse lives in CA and needs to report 50% of the income. Lacerte saying state code needed and W-2 to be in CA and name of Spouse????

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Cathi
Level 1

I have all of the settings for the split correct.  However, the spouse with earnings lives in NV - to state tax.  Spouse lives in CA and needs to report 50% of the income. Lacerte saying state code needed and W-2 to be in CA and name of Spouse????

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