Background: I and my wife have been filling MFJ till 2022. However, I have been living separately in another state since 2022 (FL) and working full year in FL and as a non-resident in MA. In 2023,we have elected to fie MFJ at the Federal level (GA address) and MFS for our state returns (my wife in GA, and I in FL). We usually take standard deductions. In FL, I have no requirement to files, as I have no other income besides W2 and some dividends and interests.
Q1: TurboTax software suggested that my wife use Head of House Hold when entering her marital status (as married, living separately). We have children who live with my wife. Do I need to force the software to switch to MFS somehow?.
Q2: In the Personal Information section, Turbo Tax asked the question, if "I (the spouse who lives separately) plan to file in 2023". What should be the answer to this question (given that we are filing MFJ for Federal and I am not filing any FL State return).
Q3: We had capital loss carryover from past years. Should we apportion it, or leave it with my wife's GA state return (as I do not have to use it- as I am not required to file in FL). From various postings I gather that my wife can claim only $1500 of the carryover loss in 2023- is this correct as (strictly speaking) my wife is filing as HOH (not as MFS).
Q4: Lastly, which 1040 should we attach to my wife's MFS state return for GA. The 1040 from MFJ at Federal level (or the synthetic 1040 generated when creating GA state MFS return).
Thank you.
