TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

Question

How to prepare MFS retuns for STATE ? WHY DID TURBO TAX CHANGE THIS???

Forum|Forum|2 years ago
March 19, 2024
1 reply
0 views

Trying to follow instructions to create the MOCK copies.

How to prepare MFS retuns when 1099-B DIV and CAP GAINS are imported as JOINT?

You would think to just divide by 2, but this can't be right?

You may need to make a manual entry for your 1099-B and 1099-Div income in each of your MFS returns to each report half of the joint income, or you may be able to adjust the amount in each of your individual state interviews.

In your state interview, look for a page titled Income that xxx Handles Differently to make adjustments from Federal amounts.

Here's the detailed instructions Filing Separate States.

SteveB1924Author

Thank you for answering. Entering separate incomes is simple , but what about capital gains, Dividends, property taxes, and other deductions? Go through and divide by 2 or proportionally I suppose. What about CARRY OVER items? (TT Premier) Yes, the std deduction is used. TURBO TAX did this for the filler in the past. Why did they change???

Were you able to resolve your issue here or are you still needing guidance?

Make sure you have ran all updates.

If using TurboTax Online: Clear your cache and cookies. See this FAQ, for your particular browser.

If using TurboTax Desktop: Please see this FAQ.

If you still are not able to solve this, please call TurboTax Customer service.  Here is a link:  Turbo Tax Customer Service

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"