CA Registered Domestic Partner Return

Forum|Forum|3 years ago
January 27, 2023
1 reply
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I have a client who became registered domestic partners with her boyfriend in 2022 in California. I know she needs to file as single for federal purposes and jointly for CA purposes. Can anyone tell me the steps to take in ProConnect to do this? Do I need to create two different returns--one for her federal single filing and one for her CA MFJ/RDP filing? And my understanding is that I need to prepare an 8958 for community property allocation, but then is that filed with the federal return? This is my first time preparing an RDP so I'm not sure how to go about it. Any advice would be appreciated. Thanks!

ProConnect Tax

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Best answer by George4Tacks

I guess you are back in the same arena as you would be when you file MFS in a community property state. If everyone plays nice and share information, then you can get a good clean return. If they don't play nice - WING IT!