Thanks for the quick response!
I will definitely mail the returns (vs. e-file). Last year I found this was already required due to adjusting W2 withholding as community property.
I looked at that form 8275, and not sure how I'd use it for this situation.
You mentioned the Community Property Worksheet isn't part of the tax return, though it seems some details from that go onto form 8958 "Allocation of Tax Amounts Between Certain Individuals in Community Property States", which attaches to form 1040.
That form 8958 has a section 12 for "Other items such as: Social Security Benefits, Unemployment Compensation, Deductions, Credits, etc."
What do you think about listing and allocating the credits in that 8958 section 12?
Thanks again!
