Filing Separate MFS state returns when Federal is filed MFJ

Forum|Forum|4 years ago
August 13, 2021
2 replies
35 views

I have a client who filed MFJ on the federal return but wants to file MFS on the state, because it's more favorable. The state allows this but I can't find a way to do it inside the software. Does anyone know how to navigate this?

ProSeries Basic

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Just-Lisa-Now-

Intuit Community Champion

which state?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

S

SchindlerTaxAuthor

Level 2

New York

dascpa

Level 11

If the state allows you will have to create a 2nd return within ProSeries. First, after completing joint Federal go to File Menu and elect to split into MFS. This will keep the original data file and create two new one (TP) and (SP). You can either have one file for joint and two other files for state or on the joint file you can get rid of the spouse's data in the state. Either way verify for accuracy as some things may need to be corrected (who claims what child, split of charity, etc., etc.).

S

SchindlerTaxAuthor

Level 2

I split the return but don't know how to efile the two MFS returns. I efiled the Federal already. I was planning to mail the split MFS returns but they're for New York and I just read that paper filing a New York return prepared using software will result in preparer penalties. Is there a way to efile the split New York returns?

dascpa

Level 11

No issue. You can e-file a separate state-only return. Just don't click on the Federal portion of that return to e-file. Done it many times in MD, PA and other states.

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