How do we create a MFS tax return from a MFJ return without losing any information from the MFJ? I would like to optimize the filing status.
Best Answer Click here
In the MFJ return, top menu bar File > Split into MFS
That keeps the MFJ return and gives you 2 more MFS files.
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PS doesn't do this with states, but have you ever seen the federal MFJ vs MFS comparison worksheet?
It misses a few items like AMT and foreign tax credit, but it is otherwise helpful.
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