In 2011 and prior years, the community property allocation worksheet from Publication 555 was used to allocate income and deductions in community property states for married taxpayers who filed separately, registered domestic partners (Washington, Nevada, and California), and same-gender married couples (California). The existing worksheet provides fields to report total and spousal amounts for wages, interest income, dividends, the state income tax refund, capital gains and losses, pension income, rents and royalties, taxes withheld, and other items. However, the worksheet does not provide a way to specify the taxpayer’s spouse or partner. The new Form 8958 will contain all the relevant data from the current worksheet with the addition of a location for identifying each spouse.
People come to TurboTax AnswerXchange for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:
- Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
- Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
- Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
- Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
- Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.