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Diagnostics Generating When MFJ is Selected on 1040NR Return

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Diagnostics Generating When MFJ is Selected on 1040NR Return

When selecting Married Filing Jointly (MFJ) status on a 1040NR, several diagnostics may generate indicating that Spouse income has been entered on a return where the status is not married filing joint.

S-Corporation #: The S-Corporation is marked as the spouse's or joint but the taxpayer's filing status is not married filing joint. (ref. #4358)

Estate or Trust #: The estate or trust is marked as the spouse's or joint but the taxpayer's filing status is not married filing joint. (ref. #4359)

Form W-2 #: Marked as the spouse's but the taxpayer's filing status is not married filing joint. (ref. #362)

Pension, IRA #: Marked as the spouse's but taxpayer's filing status is not married filing joint. (ref. #382)

Form W-2G #: Marked as the spouse's but taxpayer's filing status is not married filing joint.(ref. #9384)

Schedule C #: The sole proprietorship is marked as the spouse's or joint but the taxpayer's filing status is not married filing joint. (ref. #573)

Sch F/Fm 4835 #: The sole proprietorship is marked as the spouse's or joint but the taxpayer's filing status is not married filing joint. (ref. #40780)

When Form 1040NR is produced, the program will not recognize the MFJ Filing Status selected on the General > Client Information screen. This is by design, in order to comply with the 1040NR instructions from the IRS:
Restrictions for Dual-Status Taxpayers
Joint return. You cannot file a joint return unless you elect to be taxed as a resident alien (see Election To Be Taxed as a Resident Alien, earlier) instead of a dual-status taxpayer. (p.12)


Election To Be Taxed as a Resident Alien
You can elect to be taxed as a U.S. resident for the whole year if all of the following apply.
  • You were married.
  • Your spouse was a U.S. citizen or resident alien on the last day of the tax year.
You file a joint return for the year of the election using Form 1040, 1040A, or 1040EZ.
To make this election, you must attach the statement described in Nonresident Spouse Treated as a Resident in chapter 1 of Pub. 519 to your return. Do not use Form 1040NR
.(p.13)

Related Topics

Form 1040NR Instructions
How do I generate Form 1040NR?
Change the due date for Form 1040NR

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