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ATX: MFJ vs MFS


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Has ATX improved separating tax returns for the purpose of going from MFJ to MFS? I have not been able to find it, if they have.

Terry Ohio

Short answer = NO

Long answer = NOPE

I do not believe they ever intend(ed) to make this a feature. I have submitted suggestions, and complained to sale people and tech people each time it talk to them, and the result has be = nothing.

It would certainly save us preparers here in Ohio a lot of time. Instead, they offer an Ohio "cities" worksheet for an additional $200. I would pay $200 for the ability to split returns.

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What I do for this is to duplicate the joint return twice - one for the taxpayer and one for the spouse. Then I remove all the spouse information from the taxpayer version, and visa versa. Very easy to do, doesn't take much time, and gives me three nice pictures and makes it easy to present to the client.

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What I do for this is to duplicate the joint return twice - one for the taxpayer and one for the spouse. Then I remove all the spouse information from the taxpayer version, and visa versa. Very easy to do, doesn't take much time, and gives me three nice pictures and makes it easy to present to the client.

This is what I do too if it looks like it might be close. If I don't think it's close, I just use the MFJ vs MFS worksheet. Then take a quick look at the state return for MFS to see which is best.

I don't have to worry too much in Ky but I'm on the border with Ohio and have some OH returns.

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