Anonymous
Not applicable

I have a client who is married, living in TX.  Last year, his wife worked until May in PA and then moved to TX with the same company.  She paid PA taxes and I created her return for PA - No problem.

I set them up to MFJ, but since I did that, both husband and wife's names are on the PA return with nothing noting that the income was hers.  I used the chat and the support representative told me that other than filing MFS, there was no way to either just have her name on the PA return or have it noted that the income was hers.

I guess that I have 2 questions:

  1. Is there a way to just show her name on the PA return while filing MFJ?  I  would hate for them to loose some refund money because they had to file MFS if there was a way to avoid it.

  2. Will the PA authorities have an issue if they still want to file MFJ and his name is also on the return and it is not marked as her income?

Thank you all for your help!

 

Jeff

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