I've used TT CD for years to complete MFJ returns. This year, for reasons I won't get into, we are each filing MFS. We live in a Community Property State that will require us each to split our W-2 income and Fed Withholdings.
I am unsure of the general steps to take in the app to end up with my own MFS return.
So far I have:
* Imported last years info to the 2023 return and left the filing status at MFJ.
* Entered all details into the return, including my W-2, his W-2, his Social Security, each of our 1099's etc. Where possible I noted whether the item was for Taxpayer (me) or Spouse.
* Generated the What-If worksheet and figured out what needs to go to which person and what needs to be split between us.
* Completed Form 8958 (Allocation of Tax Amounts Between Certain Individuals in Community Property States)
Per a call with tech support, I saved the return and then changed the Filing Status to MFS. At some point the app provided me with a list of 11 errors (where I had none before when it was MFJ). The errors were all related to his Social Security, his Interest, etc. so I deleted those forms in the return and the errors disappeared! Great!
However, it does not seem like the adjustments I noted on the 8958 are reflected on my MFS 1040. Am I to understand that I file my 1040 as is and that the IRS then reviews our two returns and ultimately adjusts each of our Tax Due/Refunded figures?
Or did I do some steps wrong or out of order within the application?
