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Level 4
April 18, 2022
Question

Filing a separate state return as married filing separate

  • April 18, 2022
  • 2 replies
  • 27 views

I filed a married filing joint return for the Federal and NYS personal tax returns.  The taxpayer works in CT, and it is less costly for the taxpayer if I file married filing separate in CT, which is allowed by CT.  I filed the Federal and NYS with no issues.  I then created an additional file using "save as" and with a slightly different name.  When I tried to file the CT in the second file, I received a message that there were errors in the federal return in this new file, and I would not be able to file the CT.  Obviously, I am not filing the Federal return, only the CT return.  In the previous year, ProSeries walked me through this and I don't recall having to correct the Federal return in order to file the separate state return.  I also don't recall the procedure they used.  I spoke to tech support and this person had no idea, and said someone could call back within 24 hours but that would be too late.  I will probably just file a CT extension from the original file to resolve this today.  But I still will need to resolve this.

 

 

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2 replies

Level 7
April 20, 2022

Am I just stupid or are you not suppose to filed the state the sameway as you do the federl?

Intuit Community Champion
April 20, 2022

Different rules for different states. I won't answer your question except to say maybe you need additional training 😁

Al007Author
Level 4
April 21, 2022

Thank you for your reply. This situation is not very uncommon when you live near border states like NY, NJ, &CT. There is no specific way ProSeries has to accomplish it. Every year, we call ProSeries technical support, and each year, a technician solves it differently, even if the state is the same as the prior year. 

PATAX
Level 12
April 18, 2023

I cannot recall ever seeing taxpayers filing married filing joint for federal and married filing separate for PA. So there is nothing wrong with what Brother Cooley said. If you want to call me a dummy then we can compare IQ.

BobKamman
Level 15
April 18, 2023

I have a client who files a nonresident NY return, and the state insists that his wife does not have to sign it.  I think it's considered a separate return, even though they file a joint 1040.  It's on extension so I'm not going to pull it out of the pile right now to look at what we did last year.