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Level 10
March 17, 2024
New

Pension mark Joint

Related products:Lacerte
  • March 17, 2024
  • 0 replies
  • 2 views

As of 3/17/2024, Lacerte offers this method for MFS filers:

Lacerte will not split pension income on the MFJ/MFS income worksheet for community property states. It will keep the designation either taxpayer or spouse. To split it, a manual entry will be required to show the split by entering two items (one for the taxpayer and one for the spouse).

I would like a Joint box so that it can easily be split 50/50.

 

 

Q: What do therapists say when they greet each other?

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A: You're fine. How am I?

 

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