joshuabarksatlcs
Level 10

Client was single in 2019 and applied 2019 overpayment to 2020 for both Federal and CA.  Client also use the 2020 1040ES 540ES (showing only his SSN) to make 2020 estimated tax payments. 

 

Client married in Jan 2020.  He and his wife are filing MFS for 2020, splitting everything 50/50.  They have an agreement to treat full year income as community property.

 

Question: 

1.  For the estimated tax applied from 2019, can they split 50/50 on their 2020 federal and CA MFS returns?   Or, must he claim them all on his?

2.  Same question for the estimated tax paid with the 2020 Form 1040ES and 540ES under his SSN.

Form 8958 shows only the splitting of income (W-2, Sch C, Sch E) but NOT the withholdings or estimated taxes.  I imagine the withholdings would be automatically split in the IRS & FTB records because the wages are split.

Don't know the mechanism for splitting the estimated taxes.  

Thanks! 

 

 


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