topic state MFS in Get your taxes done using TurboTax

state MFS

civicdude — Fri, 21 Feb 2020 18:33:22 GMT

When doing MFS on state I have to allocate income and adjustments between my wife and I. It has the student loan interest deduction listed as mine (which it isn't) and I cannot change it. Is this a problem or should I go with married filing joint even though it has me paying more into state?

Re: state MFS

DavidS127 — Fri, 21 Feb 2020 19:17:36 GMT

You need to change the "owner" for the 1098-E you entered into TurboTax.

Click the "magnifying glass Search" icon on the top row, enter "1098e" in the search window and press return or enter, and then click on the "Jump to 1098e" link to find and edit your 1098-E entries.

There is a screen "Let's get your student loan info" and on that screen you need to designate your wife as the name the student loan is in.

Re: state MFS

civicdude — Fri, 21 Feb 2020 19:22:04 GMT

Thank you for the quick reply, but my wife is marked as the owner of the student loans. Any suggestions are greatly appreciated.

Re: state MFS

KurtL1 — Mon, 24 Feb 2020 20:44:44 GMT

Your computer probably has residual information on the form. To correct the problem, you need to:

Delete the Form 1098-E on the return
Clear the Cache & Cookies on your computer.
Log off TurboTax and log back on.
Renter the Form 1098-E

To delete a form off of your return you need to:

Select Tax Forms in the Black bar on the left side of the screen.
Select Tools from the drop down menu.
On the Tools Center Select Delete a form.
Locate the form on the list and select Delete.
You will be asked to confirm the deletion.

To access the clearing process, you should hold down the keys CONTROL, SHIFT, and DELETE at the same time.