Filing status

Forum|Forum|3 months ago
March 26, 2026
1 reply
8 views

Hi online community, I would like your input on this situation:

I had a couple today, both retired with pension income and social security income. But the problem is that they are married but one lived in NY and the other in NJ. One received pension and social security from NJ and the other received pension and social security from NY. How do you handle the states returns in this case. They file MFJ for the federal. Specially how would you do it in the Proseries Professional software.

Thank you

ProSeries Professional

Skylane

Intuit Community Champion

File MFJ federal and MFJ part year resident in each state allocating the appropriate income to each state.

If at first you don’t succeed…..find a workaround

A

athaureaux6Author

Level 7

How can you file part of the year? One spouse is a full year NJ resident and the other spouse is a full year NY resident. There is not part of the year situation in my opinion.

A

athaureaux6Author

Level 7

After researching the NJ and NY Division of Taxation, the NJ GIT-4 states there is a special circumstance specifically for this situation where the NJ resident taxpayer can file a MFS state return after filing a MFJ federal return, that part is clear to me now. But how would you do that in Proseries to be able to send the return electronically. Proseries will not allow to change the status in the NJ return. I may have to send the states by paper and attached an explanation mentioning the special circumstance listed in the NJ Division of Taxation. Any thoughts will be appreciated.

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