Skip to main content
Level 2
March 29, 2024
Solved

MFS

  • March 29, 2024
  • 2 replies
  • 14 views

How do we create a MFS tax return from a MFJ return without losing any information from the MFJ?  I would like to optimize the filing status. 

This topic has been closed for replies.
Best answer by Just-Lisa-Now-

In the MFJ return, top menu bar  File > Split into MFS   

That keeps the MFJ return and gives you 2 more MFS files.

2 replies

Just-Lisa-Now-
Intuit Community Champion
March 29, 2024

In the MFJ return, top menu bar  File > Split into MFS   

That keeps the MFJ return and gives you 2 more MFS files.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Accountant-Man
Level 13
March 29, 2024

PS doesn't do this with states, but have you ever seen the federal MFJ vs MFS comparison worksheet?

It misses a few items like AMT and foreign tax credit, but it is otherwise helpful.

** I'm still a champion... of the world! Even without The Lounge.