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Community property states and the MFJ / MFS worksheet

by Intuit• Updated 1 month ago

This article will help you understand how community property rules affect the Married Filing Joint/Married Filing Separately Comparison Worksheet. Click on an item below to learn more.

List of community property states

Arizona
California
Idaho
Louisiana
New Mexico
Nevada
Texas
Washington
Wisconsin

Applying the community property rules

ProConnect Tax Online will automatically apply the community property rules based on the taxpayer's Resident State as of 12/31.
To override the automatic designation:

Go to the General > Misc. Info./Direct Deposit screen.
Enter a 1 or 2 in Apply community property rules: 1=no, 2=yes.

When applying the community property rules, you can indicate on the primary input screens whether an item belongs to Taxpayer, Spouse, or Joint. Items marked joint will be split 50/50 on the comparison worksheet. Review IRS Publication 555 for details on community property regulations.

Generating the comparison worksheet

Go to the General > Client Information screen.
Scroll down to the Filing Status section.
Check the MFJ vs MFS Comparison box.

Note: The comparison is only available when your filing status is 2=Married filing jointly.

ProConnect Tax

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