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Data entry requirements for the Filing Status Optimization utility
IRA: Covered by a retirement plan?
This information comes from information you enter elsewhere in the joint return. Spouse information is not available in a split return. You have to enter information in the
IRA: Covered by a retirement plan?
field to transfer the information to both the taxpayer and spouse clients that were creating with the tool.8814: T, S, J
See IRS instructions for Form 8814 for help with this field. When you use the Filing Status Optimization utility, any information with an
S
entry is included in the spouse's return when split. All other entries in this field are go to the taxpayer's return.Foreign interest and dividends
Interest and dividend income from foreign sources qualifies for the Foreign Tax Credit. When you use the Filing Status Optimization utility on clients with foreign income, you enter all information on the
B&D
, Broker
, or 1116
screen. Review married filing separate returns on these screens carefully.Married filing separate luxury autos
Review married filing separate returns that contain a luxury auto carefully if the ownership was defined as joint for the joint client.
Dependents
Dependents entered in the
Dependent information
statement window in the 1040 screen are included in the filing status optimization calculation. The system optimizes dependents coded J
and assigns them to the taxpayer or the spouse. It makes this calculation based on which scenario has the greatest tax savings for a status of married filing separately. Dependents coded T
or blank are assigned to the taxpayer. Dependents coded S
are always assigned to the spouse. When dependents coded J
are present in the return, the filing status optimization process takes longer to complete.