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Use Filing Status Optimization to create a state-only MFS return
Under certain circumstances, it's either required or more beneficial to file married filing separate for a state return, yet filing married filing joint is still optimal for the federal return. To split income and the federal married filing joint return for state purposes using the Filing Status Optimization utility, take the following steps:
- Complete the return, both federal and state, with the filing status of married filing joint (MFJ) specified on the1040screen.
- Open the Filing Status Optimization utility by selectingUtilities, thenFiling Status Optimization.noteWhen you open this utility, UltraTax CS automatically generates 2 unique client IDs, one with an ID that ends with TP for the taxpayer and one with an ID that ends with SP for the spouse. The client ID information for the 2 separate clients appears at the top of theFiling Status Optimizationwindow.
- Save the taxpayer and spouse separate returns by marking theSave clients upon exitcheckbox and selectRun. This will create 2 additional clients identified by the unique client IDs specified in the utility.
- Open the original, married filing joint return to suppress the state return electronic filing. To do so, mark theSuppress the creation of: State electronic file(s) when only filing the federal return/extension electronicallycheckbox on the federalELFscreen in the Electronic Filing folder.noteYou need to mark the checkbox on theELFscreen within the state's input screens.
- Open each of the married filing separate returns to suppress the electronic file of the federal return by marking theSuppress the creation of: Federal electronic file when only filing the state return electronicallycheckbox. If additional states attached to the client shouldn't be MFS, delete those by selectingFile,Client Properties, thenDelete Statein the state tab.noteTo suppress the printing of the returns within each client, selectFile,Print Returns,Options, theSelected Pagestab, then mark or clear the checkboxes to indicate which forms should print with this return.
This article applies to:
- Product: UltraTax CS
- Return type: 1040 Individual
- State: All states, Alabama
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