Intuit HelpIntuit
How to split a Married Filing Jointly return in Lacerte
by Intuit• Updated 4 months ago
Before you start:
If the taxpayer and spouse are in a community property state
Before splitting a joint return, if the taxpayer and spouse are in a community property state, make sure that the global option is set for community property.
To split the joint return:
- Go to Screen 1, Client Information.
- Locate the Filing Status section.
- Select Married Filing Jointly from the Filing Status dropdown menu.
- Check the box, MFJ/MFS Comparison.
- Select the Forms tab.
- Review the MFJ/MFS Comparison worksheet.
- Select Tools.
- Select Split Joint Return.
- Select the boxes next to the clients for whom you want to create separate returns for.
- Enter a client number or use the client numbers assigned by Lacerte.
- Select OK to split the return. After selecting OK, pay attention to the Split MFJ Report for any diagnostics listed.
Sign in now for personalized help
Ask questions, get answers, and join our large community of Intuit Accountants users.
More like this
- Filing a Married Filing Jointly federal return and Married Filing Separately state returns in ProSeriesby Intuit•91• Updated December 11, 2023
- Splitting a Married Filing Jointly (MFJ) return in ProSeries Professionalby Intuit•117• Updated November 17, 2023
- How to generate the MFJ vs MFS comparison worksheet in Lacerteby Intuit•224• Updated over 1 year ago
- Community property states and the MFJ / MFS worksheetby Intuit• Updated August 12, 2024