Another piece of the look back that I personally am dealing with is the change from married filing joint to Head of Household. While Turbo Tax asks about LY vs CY income to maximize the refund, it does not recognize the change in filing status. I assume that if one spouse makes a disproportionate amount of joint income, that needs to be considered. Turbo Tax just put in the prior year income without any "conversation" about the change in filing status. I prepared both years in turbo tax. It seems like a fairly significant calculation gap. Can anyone find a reference to this situation?
