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Married filing separately Estimate payment

HOPE2
Level 8

My client (wife) wants to file separately but they (wife and husband) paid estimate payment based 2021 tax return which was filed jointly. The payer is primary person on 2021 tax return (husband), Now how can split them while wife's name is not on those payments.( in Community state)

I really appreciate it.

0 Cheers
2 Comments 2
Just-Lisa-Now-
Level 15
Level 15

Yea, youre going to play hell to get that payment applied to the spouses return if it was made with the taxpayer listed first on the voucher.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
BobKamman
Level 15

https://www.taxnotes.com/research/federal/irs-private-rulings/legal-memorandums/irs-may-allocate-joi...

IRS should allow only the amount claimed on each separate return.  But IRS will probably screw it up.