Federal and CA Married Filing Separate - CA residents - Income is not working out and is under reported

Forum|Forum|6 years ago
May 11, 2020
2 replies
20 views

For MFS Federal Return: Client has community property income (CA). I input the W2 info as received and then entered the community property under Input>General>Community Property Allocation. Tax return did not take into account community property income. Has anyone been able to get this to work and flow? If so, how? Does it then flow to CA return or is that an adjustment too in this sofware?

ProConnect Tax Online

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itonewbie

Level 15

The form is not designed to flow the numbers anywhere.

---------------------------------------------------------------------------------Still an AllStar

itonewbie

Level 15

That's why this allocation should be your first step of preparing the return, to guide the rest of your input for income/expenses/credits from community vs separate properties.

---------------------------------------------------------------------------------Still an AllStar

D

deniserevell3

Level 3

That was my experience as well!! Thank you for the thread!!

itonewbie

Level 15

NP, @deniserevell3! Have a great weekend.

---------------------------------------------------------------------------------Still an AllStar

D

deniserevell3

Level 3

Thank you. I don't know if this is correct but I simply cannot get the return to generate the correct amounts unless I allocate every single W-2, Schedule C income and expense, itemized deductions, etc. for a married filing separately for the wife and one for the husband. I thought the software would do it but it does not. I am worried the returns will be rejected when the wages don't match the W-2. However, I will just attach a statement and my allocation workpaper and hopefully it will fly.

Do you have any thoughts?!

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