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Federal input screens

Screen ComPSt - Community Property State Allocation (1040)

Overview

Use this screen to enter information used to complete Form 8958, Allocation of Tax Amounts Between Certain Individuals in Community Property States, which is required for married filing separate (MFS) individuals or registered domestic partners residing in a community property state. Form 8958 is completed for paper returns, and is included in the electronic file for returns filed electronically. This screen can only be accessed for married filing separate (MFS) returns residing in community property states (AZ, CA, ID, LA, NM, NV, TX, WA, and WI), or if filing single or head of household and residing in CA, NV or WA. Recreate the electronic file any time the amounts in this screen are changed.

Form 8958 - Allocation of Tax Amounts

Use this section to enter information necessary to complete Form 8958, Allocation of Tax Amounts Between Certain Individuals in Community Property States, which is required to report the allocation of tax amounts between married filing separate spouses or registered domestic partners (RDPs) with community property rights. Form 8958 is automatically included in the federal electronic file when filing electronically.
For flexibility, the application provides three methods for completing Form 8958.
  • For joint returns, the Filing Status Optimization utility may be used to complete Form 8958. When a filing status optimization is performed, the program automatically completes data-entry in this screen for both individual returns based on information entered in the joint return (or "mock" joint federal return for registered domestic partners/same-sex spouses).
  • For individual returns, after the return is complete and calculated via a print preview, mark the
    Transfer return information
     box. Similar to the option described above, the application automatically completes data-entry in this screen based on information entered in the individual return. After this step is complete, the spouse/RDP #2 allocation amounts may be completed by entering data in the fields provided in this screen.
  • Alternatively, if neither of the methods above is utilized, all data entry for Form 8958 may be completed directly on this screen.
Enter
X
 in this field to indicate the community property allocation is being completed for a registered domestic partner residing in CA, NV, or WA.
If the taxpayer/RDP #1 or spouse/RDP #2 resided in a community property state other than the postal code entered in the 1040 screen (for example, if the individual lived in more than one state during the tax year), use this field to indicate the community property state in which the individual resided.
The application automatically prints the spouse/RDP #2 first and last names entered on the 1040 screen at the top of Form 8958. If the spouse/RDP #2 first and last name differ from the information entered on the 1040 screen, or the spouse/RDP #2 name is not included on the 1040 screen (i.e. for single/head of household domestic partner returns), enter the first and last name of the spouse/RDP #2 in these fields.
The application automatically prints the spouse/RDP #2 SSN entered on the 1040 screen at the top of the Form 8958. If the spouse/RDP #2 SSN differs from the information entered on the 1040 screen, or the spouse/RDP #2 SSN is not included on the 1040 screen (i.e. for single/head of household domestic partner returns), enter the social security number of the spouse/RDP #2 in this field.
After completing all other data entry for the current client and calculating the return via print preview, immediately enter X in this field to transfer the calculated return information to the Taxpayer's/RDP #1's Allocation fields.
Unmarking and subsequently re-marking this box after data entry is completed for the Spouse/RDP #2 will clear all of the data entry in the
Spouse's/RDP #2's Allocation
 column.
Enter the applicable community and/or separate amounts for the taxpayer/RDP #1 in this column. This information displays in column B (Allocated to Spouse or RDP) of Form 8958.
Enter the applicable community and/or separate amount(s) for the spouse/RDP #2 in this column. The application uses this information to complete column C (Allocated to Spouse or RDP) of Form 8958.
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