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February 4, 2025
Question

Married Filing Separately in Community Property State - Community Income Documentation

  • February 4, 2025
  • 1 reply
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My wife and I are filing MFS in a community property state.  

 

I have 3 income sources (though they are all community income):

Two W2 forms

One 1099 INT from a bank joint account on which I am the primary account holder

 

And my wife has 4 income sources (all community income):

One W2 

One 1099 INT from a bank account on which she is the primary account holder

One 1099 DIV from a brokerage account on which she is the primary account holder

One 1099 from self-employment income

 

Do we both have to upload all 7 documents to our MFS returns on TurboTax? Or is it sufficient to upload only our personal income documentation on each of our returns (I upload my 3 and she uploads her 4), and then justify our final community income adjustment by listing all income sources on the form 8958 fields?

 

1 reply

February 4, 2025

In TurboTax the primary work for the Community Property filing is done in the Community Property area so you can enter all of the necessary information there and not have to enter each individual income form.  Be sure to read up on the community property rules for your state so that everything required is included.

 

@spboyle8 

 

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