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Separate returns from joint data
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This article applies to:

  • Product: GoSystem Tax RS
  • Return type: 1040 Individual,1040 Individual

Calculate MFS tax and create 2 new returns

Generate 2 married filing separate (MFS) returns from data entered on a married filing joint (MFJ) return.
Federal data transfers from the joint return to the separate returns based on the ownership code.
  • Taxpayer (
    T
    ): Transfers directly to the taxpayer's return.
  • Spouse (
    S
    ): Transfers directly to the spouse's return.
  • Joint (
    J
    ): Allocated 50/50 and transfer to both returns.
  1. To calculate MFS tax with 2 new returns:
  2. In the married filing joint locator, go to
    Organizer
    General Information
    Separate Returns from Joint Data
    .
  3. Select
    MFS Returns from MFJ
    .
  4. Select the 2nd task
    To calculate MFS tax and create 2 new returns
    .
  5. Enter all necessary TSJ ownership codes for the joint return.
  6. Do a full recompute.
  7. Select
    Calculate Tax for Separate Returns
    , then
    OK
    .
  8. When the calculation is done, select
    OK
    .
  9. To get a detailed report of the tax calculations, select
    View Comparison Schedule
    .
  10. To create the new returns, select
    Create New Locators
     and make note of the locator numbers. You can access the taxpayer's and spouse's returns to complete any additional entries.

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