This article applies to:

Split married filing joint returns and income

You can split a married filing a joint return and add spouse's income to the correct return.

Select Utilities
, then Filing Status Optimization
.

Select Save clients upon exit
in the

Filing Status Optimization

window.

On the General
tab, review the client IDs to see what the new client's IDs will be.

On the Community Prop / Filing Status / Other
tab, select the filing status for the new clients.

Select Run
to begin the splitting process and create new clients.

note

The system doesn't change data on the original married filing joint return and the client's file is preserved.