Yes e-file your Federal Joint Return.
Then if you are using TurboTax Download/CD Version there is a way to prepare your MFS State Return but you will have to mail that state return.
The primary taxpayer is the first taxpayer listed on the return. In the TurboTax CD/Download version:
- Open your completed Married Filing Jointly (MFJ) return (the real return you'll file with the IRS)
- Then save the return with a new file name, for the primary taxpayer. This will be your mock federal MFS return used for the real MFS state return. This mock federal return is not filed
- Very Important! This renaming step ensures that your original joint return (the one you file with the IRS) remains intact for your records. The mock federal tax return you create next will be used to remove the secondary taxpayer's data so it doesn't transfer into the primary taxpayer's state return. Otherwise, you'll end up paying tax twice on that income.
- From the Personal Info tab, select You & Your Family
- Scroll down to Your Filing Status and select Edit
- On the Review Your Filing Status screen, check Change my filing status and select Married filing separately, then select Continue
- Revisit the income topics in your federal return to remove all income items that belong to the secondary taxpayer (e.g., Forms W-2 or 1099)
- Remove all deductions that apply to the secondary taxpayer (e.g., medical or educational deductions) as well. You'll also need to determine how to split any joint deductions, so be careful not to miss any or use any deductions twice
- Now run the federal error check (Review Analysis). When finished, you have the primary taxpayer's mock return
- Select State Taxes (this pulls the state data from this mock return) and complete the primary taxpayer's state return
- When finished, print the state return for your records and paper-file the primary taxpayer's state MFS return
Important: Do not file the mock MFS federal return you created here. It was only used to separate the primary taxpayer's income and deductions for state tax purposes. However, do not delete the return, because you may need it in order to view or amend the primary taxpayer's associated state MFS return.
From the Ga State tax website:
Submit proper documentation (schedules, statements and supporting documentation, including W-2s, other states’ tax returns, or necessary federal returns and schedules).
It does not indicate specifically indicate which of the Federal forms and schedules are required but it appears to be Federal Child Care Credit, Itemized Deductions - Schedule A (if you had one), if you claim credit for taxes paid to another state, a copy of that other states return and you also must include copies of all 1099's where you have Georgia tax withheld. If none of your 1099's have Georgia taxes withheld, you don't need to include them.
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