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MFS

MsBuff
Level 2

How do we create a MFS tax return from a MFJ return without losing any information from the MFJ?  I would like to optimize the filing status. 

Theresa DeJulius
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Just-Lisa-Now-
Level 15
Level 15

In the MFJ return, top menu bar  File > Split into MFS   

That keeps the MFJ return and gives you 2 more MFS files.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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

In the MFJ return, top menu bar  File > Split into MFS   

That keeps the MFJ return and gives you 2 more MFS files.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Accountant-Man
Level 13

PS doesn't do this with states, but have you ever seen the federal MFJ vs MFS comparison worksheet?

It misses a few items like AMT and foreign tax credit, but it is otherwise helpful.

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