deniserevell3
Level 2

Thank you for your help.  I did have to allocate every single item on the Forms W-2 (i.e., social security wages, SS WH, medicare wages, med WH, etc. to get everything looking right.  I have only prepared returns in CO which is not a community property state so this was a new experience for me. 

I also had to call the CA State practitioner's hotline and ask them:

(1) Do the SE Tax and SE Tax Adjustment get divided between the spouses?

(2) Does the couple need a "Separation Order" to end the community property allocation for tax returns. 

The answer to both of the questions was "yes"

0 Cheers