Married Filing Sep. tax plan

[JDavidson]

I was wondering if there is a way to do a tax plan for married filing separately. We have a client who filed married filing jointly in 2022 and we want to see what it would look like in 2023 IF they filed separately. Is there way to do that on the tax planner or do you need to add one of the spouses as a separate client and do two separate tax plans?

[Just-Lisa-Now-]

Have you tried the MFJ to MFS worksheet?  Im in a community property state, so it doesnt work for my clients, but it may help you.

[JDavidson]

We are looking for a way in the tax planner to have it separated out without two separate tax plans if that makes sense

[Just-Lisa-Now-]

The Tax Planner lets you do multiple columns of different scenarios, if its a complex return it may be easier just mark everything T/S/J and then split the MFJ return into 2 MFS returns then use the Tax Planner in each of those for planning.

[JDavidson]

Hi Lisa,

I did select MFJ for one of the scenarios; however it would not let me enter anything for income etc for the spouse