George4Tacks
Level 15

Maybe @IntuitAustin could get a article posted on the steps for this process. In the meantime @itonewbie posted a "How To" in this question https://proconnect.intuit.com/community/proconnect-tax-discussions/discussion/how-to-create-the-curr...

 PTO does not have a function to split MFJ returns automatically.

  1. Make a copy of the original return so that the filing copy will remain intact;
  2. In the newly created return, you need to make sure your prior year return had every income, expense, and credit coded corrected for TSJ;
  3. Check the MFJ comparison to make sure the allocation is in order;
  4. Make one more copy of this return;
  5. In the first copy you made in #2, remove all the entries coded S and manually split the amounts coded J;
  6. In the second copy you made in #4, remove all the entries coded T, manually split the amounts coded J, and, finally, recode S as T;
  7. Proforma both of these returns to create their 2019 returns; and
  8. In each of the 2019 returns, you will need to manually allocate the 2018 taxes from the original MFJ return for F.2210 and YOY comparison.

Here's wishing you many Happy Returns
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