Form 8958 CaliforniaForm 8958 (CA) - MFS with non-resident alien spouse Unsolved My wife and I got married last October so it is our first time filing as married. Both spouses must include a copy of the form with their tax return. This allocation worksheet does not need to be completed if you are only filing the state returns separately and filing a joint federal return. On Spouse A's Form 8958, I would list: -Job1: Total Income $90, fully allocated to spouse A -Job2: Total Income of $10, with $5 allocated to Spouse A, and $5 allocated to Spouse B -Job4: Total Income of $30, with $15 allocated to Spouse A, and $15 allocated to Spouse B On Spouse B's Form 8958, I would list:. Most state programs available in January; software release dates vary by state. Married Filing Separately for IBR in a Community Property. Form 8958 Line 4 Clusterf*ck I'm in a registered domestic partnership in California as of 2020. If your resident state is a community property state, and you file a federal tax return separately from your spouse or registered domestic partner, use form 8958 to report half of all community income and all your separately earned income. The amount of each spouse's taxes to be paid on the income is equal to the amount paid to each spouse on their income from, and including, January 1, 2023 through the end of the tax year. Use Form 8958 to determine the allocation of tax amounts between married filing separate spouses, California same-sex spouses, or registered domestic partners (RDPs) with community property rights. Line 4 asks for your "State Income Tax Refund. State e-file available for $19. Form 8958, Allocation of Tax Amounts Between Certain Individuals in Community Property States, is used to determine the allocation of tax amounts between married filing separate spouses or registered domestic partners (RDPs) with community property rights, as follows: For 2010 and following years, a RDP in NV, WA, or CA. You may use form 8958 to allocate your income for computation only, You have to enter the i/2 of the community property income only as other income on line 8 of 1040 from Schedule 1, line 9 and enter the description " filing RDP joint in California return. We will be living separately until I move to the UK this year. If Form 8958 is needed, a Federal Note is produced, and a state EF message may also be produced. 8958 appears to be needed. Power of Attorney and Declaration of Representative. About Form 8958, Allocation of Tax Amounts Between Certain Individuals in Community Property States Use this form to determine the allocation of tax amounts between married filing separate spouses or registered domestic partners (RDPs) with community property rights. This form allocates the income, deductions, credits and withholding to each taxpayer in accordance with community property law. The form the taxpayers should use is IRS Form 8958. If you need more room, attach a statement listing the source of the item and the total plus the allocated amounts. About Form 8958, Allocation of Tax Amounts Between Certain. A registered domestic partner in Nevada, Washington, or California must follow state community property laws and report half the combined community income of the individual and his or her registered domestic partner. Regarding married filing separately, do you enter. About Form 8958, Allocation of Tax Amounts Between Certain Individuals in Community Property States. Form 8958 instructions 2023. Was this topic helpful? Yes, loved it Could be better When your life changes, so do your taxes. Solved: How to properly fill out Form 8958. Credits for Affected Disaster Area Employers. So figure out if you want to do that first. Form 8958 (Community Property allocation) - do I need to list separate property too? We are unmarried registered domestic partners in California, so we have to use Form 8958 to split community property income between the two of us and file Federal tax returns as two singles. To access Form 8958 in the TaxAct program to complete the spouse column for each return - and the address in the return is within one of twelve community property states (CA, AZ, ID, LA, NM, TX, WA, WI, NV, AK, SD, or TN): From within your TaxAct return ( Online or Desktop), click Federal. Also in fairness I did notice that TaxACT does at least provide an 8958 worksheet - but I generally prefer spreadsheets personally for several reasons. Federal Tax Form Updates for Tax Preparation Software | H&R Block® Federal form updates for tax preparation software. The program will reallocate the income, deductions, and tax from the adjustment screens which you will use to make the adjustments listed on Form 8958. If your resident state is a community property state, and you file a federal tax return separately from your spouse or registered domestic partner, use form 8958 to report half of all community income and all your separately earned income. Form 8962: Premium Tax Credit Form 9465: Installment Payments of Tax Form 1040-V: Payment Voucher Form 1040X: Amended U. Individual Income Tax Return Form 1040-ES: Estimated Tax Form SS-4: Application for Employer Identification Number W-4 Worksheet: Employee’s Withholding Allowance Certificate. citizen (California) and married my UK citizen (considered a non resident alien) husband in September. Once you have completed the steps above, please complete the Married Filing Separately Allocations Form 8958. I have no idea of the spouse income since I am not Tax Ask an Expert Tax Questions This answer was rated: ★★★★★ MFS return. Answers to Frequently Asked Questions for Registered Domestic …. A judgment issued by the court in this case will end both the domestic partnership and the marriage. Form 8958 & Non Resident Alien Spouse Hello, I'm very confused about Form 8958 on the U. 2, Community Property Law, for more information. The Form 8958 is only used when filing as Married filing Separate (MFS). On form 8958, allocate income (wages, interests, dividends and many more), self. Program entry Federal Section Miscellaneous Forms Allocation of Tax Amounts for Individuals in Certain States, Reported on Form 8958 - Married Filing Separately Allocations - Enter your spouse's half of the community income within the applicable fields. Solution Verify there are no overrides within the return (specifically Schedule D and Form 8958). Form 8958 & Non Resident Alien Spouse Hello, I'm very confused about Form 8958 on the U. What is the Married Filing Separate (MFS) Allocation. Answers to Frequently Asked Questions for Registered Domestic ">Answers to Frequently Asked Questions for Registered Domestic. Form 8958 is transmitted with the split returns. Form 8958 is used to determine the allocation of tax amounts between registered domestic partners. You each must attach your Form 8958 to your return showing how you figured the amount you are reporting on your return. The information on Form 8958 (in the tax return being reviewed) will already be allocated to the taxpayer in column 2. Interest and dividend income entered on Screens 11 and 12 will be split 50/50 if marked joint or split, based on taxpayer or spouse designation, if marked as being owned wholly by the taxpayer/spouse. California is a community property state. Community Property States MFS How to File With TaxAct. Notwithstanding that many accountants and enrolled agents are unfamiliar with this Form an reporting requirements does not relieve you of this problem. Form 8958 (Community Property allocation) - do I need to list separate property too? We are unmarried registered domestic partners in California, so we have to use Form 8958 to split community property income between the two of us and file Federal tax returns as two singles. 1, Community Property Income Allocation. Use this form to determine the allocation of tax amounts. The laws of your state govern whether you have community or separate property and income. Use this form to determine the allocation of tax amounts between married filing separate spouses or registered domestic partners (RDPs) with community property rights. You must attach Form 8958 to your tax form showing how you figured the amount you're reporting on your return. You and your spouse didn't file a joint return for a tax year beginning or ending in the calendar year. Use Form 8958 to determine the allocation of tax amounts between married filing separate spouses, California same-sex spouses, or registered domestic partners (RDPs) with. The program allocates all other income and deductions according to the "taxpayer" and "spouse" designators. Per the Form 8958 instructions: This form is used for married spouses in community property states who choose to file Married Filing Separately. Form 8958, Allocation of Tax Amounts Between Certain Individuals in Community Property States, is used to determine the allocation of tax amounts between married filing separate spouses or registered domestic partners (RDPs) with community property rights, as follows:. Be sure to put your name and social security. To generate Form 8958, follow these steps: Go toScreen 3. If Form 8958 is needed, a Federal Note is produced, and a state EF message may also be produced. On Form 8958, a couple lists individual sources of income for each of them, such as employers, banks that pay interest, stocks that pay dividends, capital gains and tax refunds. After overrides are deleted, review the return for accuracy, and re-create and resubmit the electronic file. On Form 8958, a couple lists individual sources of income for each of them, such as employers, banks that pay interest, stocks that pay dividends, capital gains and tax refunds. Checkmarks indicate forms that have been finalized in the most current update. This form is also for RDPs who are domiciled in Nevada, Washington, or California, and for individuals in California who, for state law purposes, are married to an individual of the same sex. Form 8958 must be completed if the taxpayer: is married filing separately resides in a community property state OR is filing as single or as head of household is in a same-sex Registered Domestic Partnership (RDP) resides in California, Nevada or Washington. Form 8958 is used to determine the allocation of tax amounts between registered domestic partners. icefr Posts: 613 Joined: Sun Apr 17, 2011 3:50 pm. Form 8958 is used for married spouses in community property states who choose to file married filing separately. IRS Form 8958 - Allocation of Tax Amounts for Community Property States I have a few questions about this form. An entry of 1 in this field will suppress the Form 8958for MFS filers with a filing address located in a community property state. This means that, for tax purposes, we're married in California but single at the federal level, which means I have to file Form 8958 to calculate our adjusted gross income. Use the appropriate community property law to determine what is separate property. Form 8958 is transmitted with the split returns. About Form 8958, Allocation of Tax Amounts Between Certain Individuals in Community Property States. Common questions about entering Form 8958 income for community property allocation in Lacerte SOLVED • by Intuit • 20 • Updated July 14, 2022 Income allocation information is required when electronically filing a return with a Married Filing Separately or Registered Domestic Partner status in the Individual module of Intuit Lacerte. If you have no other way of obtaining the information before the tax deadline, you could use whatever information you have about your spouse's earnings from last year to estimate the amounts for his W-2. How to set a community property state for the MFJ/MFS …. Release of Exemption for Child of Divorced Parents. I just needed to know if I am required to file form 8958?. MFS without form 8958 = MFS with form 8958 = Joint tax return. Please refer to Pub 555 for more information. Common questions about entering Form 8958 income for community property allocation in Lacerte SOLVED • by Intuit • 20 • Updated July 14, 2022 Income allocation information is required when electronically filing a return with a Married Filing Separately or Registered Domestic Partner status in the Individual module of Intuit Lacerte. Using the Filing Status Optimization utility (1040). What is Form 8958: Allocation of Tax Amounts. States considered Community Property States:. On the 8958 form: Wife: Show actual withholding total of $14,000 then $7,000 allocated to each spouse OR $6,000 allocated to wife and $8,000 allocated to husband. Form 8958 appears to be… MFS. E-file fees do not apply to NY state returns. In the TaxAct program, Form 8958 Allocation of Tax Amounts Between Certain Individuals in Community Property States outlines how the amounts were allocated between the partners' federal returns. If one person files itemized, the other spouse/RDP must file itemized as. taxes if my spouse refuses to provide his W. The adjustment worksheet generates Form 8958 which is included with your tax return. Form 8958 is also used for registered domestic partners who. Generally, the laws of the state in which you are domiciled govern whether you have community property and community income or separate property and separate income for federal tax purposes. If there's a situation where using an 8958 form would provide the IRS more revenue, I could see them complain, otherwise they would be complaining simply for the sake of complaining. Current Revision Form 8958 PDF Recent Developments None at this time. Form 8958 must be completed if the taxpayer: is married filing separately; resides in a community property state; OR. How do I clear and start over in TurboTax Online? If you haven't submitted payment, deducted the TurboTax fee from your refund, or registered your product, you can still restart your return. Form 8958 when spouse is unreachable. If Form 8958 is needed, a Federal Note is produced,. Form 8958 is completed for paper returns, and is included in the electronic file for returns filed electronically. On Spouse A's Form 8958, I would list: -Job1: Total Income $90, fully allocated to spouse A -Job2: Total Income of $10, with $5 allocated to Spouse A, and $5 allocated to Spouse B -Job4: Total Income of $30, with $15 allocated to Spouse A, and $15 allocated to Spouse B On Spouse B's Form 8958, I would list:. They are required to file as Single for federal purposes but also allocate their community property income. An entry of 1 in this field will suppress the Form 8958 for MFS filers with a filing address located in a community property state. Wages & taxes are showing as they were reported/entered on the W-2, NOT by how they're allocated on Form 8958. On 12/31/19, my filing status was: and on 12/31/19, my age was: (If your 65th birthday is on January 1, 2020, you are considered to be age 65 on December 31, 2019). Hold down Ctrl+Eto display the detail window or select the expander icon in the field. Petition for Dissolution of Domestic Partnership and Marriage is a formal request by one partner/spouse to a California Superior Court to dissolve both the domestic partnership and the marriage in a single proceeding. The couple reports the total amount received from each source, then allocates a portion of the total to each person. =mxasf= More posts you may like r/tax Join. You must meet all the following conditions for these special rules to apply. To access Form 8958 in the TaxAct program to complete the spouse column for each return - and the address in the return is within one of twelve community property states (CA, AZ, ID, LA, NM, TX, WA, WI, NV, AK, SD, or TN): From within your TaxAct return ( Online or Desktop), click Federal. Form 8958 is also used for registered domestic partners who are domiciled in Nevada, Washington, or California. ProWeb: Form 8958 - MFS Allocation Record for Community Property States If the filing status on an individual tax return is married filing separately and the taxpayer lives in a. Form 8958 is used to determine the allocation of tax amounts between registered domestic partners. Form 8958 is also needed for the two separately filed tax returns of registered domestic partners in a community property state who are filing as single, head of household, or qualifying widow (er). The adjustment worksheet generates Form 8958 which is included with your tax return. On the 8958 form: Wife: Show actual withholding total of $14,000 then $7,000 allocated to each spouse OR $6,000 allocated to wife and $8,000 allocated to husband. More posts you may like r/tax Join • 17 days ago. is filing as single or as head of household; is in a same-sex Registered Domestic Partnership (RDP) resides in California, Nevada or. How Do I Generate Form 8958 for California RDP filing as Single for Federal purposes? Options kelmelsd Level 2 03-01-2021 07:55 PM My clients are same sex registered domestic partners in California which is a community property state. About Form 8958, Allocation of Tax Amounts Between Certain Individuals in Community Property States. Petition for Dissolution of Domestic Partnership and Marriage is a formal request by one partner/spouse to a California Superior Court to dissolve both the domestic partnership and the marriage in a single proceeding. A property system where the presumption is that each spouse contributes income and assets to the "community" of the spouses, and shares equally in any earnings, assets, and debts of the community. To generate Form 8958, follow these steps: Go toScreen 3. I have no idea of the spouse since I am not doing her return. California is a community property state. Filing Requirements for RDPs and Same. For individuals considered married for federal tax purposes, the spouses must each follow these instructions if they live in any of the community property states listed. Community property / Form 8958: penalty for non. Just make sure you file form 8958. how do i fill in form 8958 Customer: Customer: withholdings - $4,392. She is here on a F1 student visa and worked occasionally as a TA for her university. About Publication 555, Community Property. For more information, get California Form 540 Personal Income Tax Booklet or California Form 540NR Nonresident or Part-Year Resident Income Tax Booklet. citizen (California) and married my UK citizen (considered a non resident alien) husband in September. The Form 8958 essentially reconciles the difference between what employers (and other income sources) have reported to the IRS and what the spouses will be reporting on their federal tax returns. On smaller devices, click in the upper left-hand corner, then click Federal. Anyway, for now I'm content on ignoring form 8958. About Form 8958, Allocation of Tax Amounts Between …. Answered in 12 minutes by: Tax Professional: Lev Lev, Tax Advisor Category: Tax Satisfied Customers: 64,076 Experience: Taxes, Immigration, Labor Relations Verified LEV : Hi and welcome to Just Answer! If you do not live with your spouse - no need to file form 8958. Community Property States. The program allocates all other income and deductions according to the "taxpayer" and "spouse". Form 8958 Required for Non Resident Alien Spouse Living. State e-file not available in NH. To enter Form 8958 in the TaxAct program (this allocation worksheet does not need to be completed if you are only filing the state returns separately and filing a joint federal return): Washington, or California must generally follow state community property laws and report half the combined community income of the individual and his or her. On Form 8958, a couple lists individual sources of income for each of them, such as employers, banks that pay interest, stocks that pay dividends, capital gains and tax refunds. To enter Form 8958 in the TaxAct program (this allocation worksheet does not need to be completed if you are only filing the state returns separately and filing a joint federal return): From within your TaxAct return ( Online or Desktop), click Federal. Form 8958: Is Spouse's Separate Income Required on this Form? In most cased community income is ALL income earned from employment when married. Desktop: Form 8958 — Allocation of Tax Amounts Between Sep 27, 2023 — Use this form to calculate the allocation of tax to each spouse's income. If your resident state is a community property state, and you file a federal tax return separately from your spouse or registered domestic partner, use form 8958 to report half. Use Form 8958 to determine the allocation of tax amounts between married filing separate spouses, California same-sex spouses, or registered domestic partners (RDPs) with community property rights. Each partner must complete and attach Form 8958 to his or her Form 1040. Just make sure you file form 8958. California is a community property state. Form 8958 (CA) - MFS with non-resident alien spouse Unsolved My wife and I got married last October so it is our first time filing as married. Use Form 8958 to determine the allocation of tax amounts between married filing separate spouses or registered domestic partners (RDPs) with community property rights. How Do I Generate Form 8958 for California RDP filing as Single for. Form 8958 when spouse is unreachable. Not sure if your federal forms are up-to-date? View our list of the latest forms available for Windows and Mac users. This form will explain to the IRS why the taxable income and withholdings listed on the W-2 and other income are listed differently than the original forms. You must attach Form 8958 to your tax form showing how you figured the. Your spouse's (or former spouse's) distributive share of partnership income. Should registered domestic partners report social security benefits as community income for federal tax purposes? A14. And yes, that's exactly what happens becasue again under the property law of your state you each own 1/2 of the income. To generate Form 8958, follow these steps: Go toScreen 3. In view, Form 8958 refers to both taxpayers as "Spouse, RDP or California Same-Sex Spouse", identifying each by SSN. We are supposed to list a spouses income on it then allocate 1/2 to the other spouse. When filing a separate return, each spouse/RDP reports the following: One-half of the community income All of their own separate income Community property rules apply to the division of income if you use the married/RDP filing separately status. Also, if we are already doing the split tango, we do not need to complete the community property income addition/subtraction adjustment in line 21, correct?. UltraTax CS uses information from this screen, combined with calculated tax return information for the taxpayer, to complete the Form 8958, Allocation of Tax Amounts Between Certain Individuals in Community Property States. In view, Form 8958 refers to both taxpayers as "Spouse, RDP or California Same-Sex Spouse", identifying each by SSN. Community Property State Allocation (1040)">Screen ComPSt. Community Property states include Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, and Wisconsin. Form 8958 is also needed for the two separately filed tax returns of registered domestic partners in a community property state who are filing as single, head of household, or. An entry of “1” will also suppress the Form 8958 for MFS filers with a filing address located in a community property state. Tax rates are higher for the married/RDP filing separately filing status. Once you have completed the steps above, please complete the Married Filing Separately Allocations Form 8958. Each partner must complete and attach Form 8958 to his. If you're married/registered domestic partner (RDP), you may choose to file separately. For more information, get California Form 540 Personal Income Tax Booklet or California Form 540NR Nonresident or Part-Year Resident Income Tax Booklet. Form 8958: Is Spouse's Separate Income Required on …. To enter Form 8958 in the TaxAct program (this allocation worksheet does not need to be completed if you are only filing the state returns separately and filing a joint federal return): From within your TaxAct return ( Online or Desktop), click on the Federal tab. As a non-resident alien, do community income laws apply to us?. If the address in the return is not within a community property state (and the filing status in the return is not Married Filing Separately, Single, or Head of Household), you will not see the Community property allocation record (Form 8958) option after. Form 8958 will print with the return (and be e-filed with the return) once completed. Click Yes to complete or modify. Community Property States are: Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas. Verify Schedule D is not forced to print. On smaller devices, click in the upper left-hand corner, then select Federal. PDF Form 8958 Certain Individuals in Community Property States Allocation. Form 8958: Is Spouse's Separate Income Required on. An entry of 1 in this field will suppress the Form 8958 for MFS filers with a filing address located in a community property state. If you have no other way of obtaining the information before the tax deadline, you could use whatever information you have about your spouse's earnings from last year to estimate the amounts for his W-2. Form 8958 appears to be…">MFS return. The program will reallocate the income, deductions, and tax from the adjustment screens which you will use to make the adjustments listed on Form 8958. ago Unfortunately, if you are in a community property state then your total income will be divided in half and assigned to each spouse. How do I file an IRS extension (Form 4868) in TurboTax Online? File an extension in TurboTax Online before the deadline to avoid a late filing penalty. States considered Community Property States:. If you treat your spouse as a resident and file jointly, you don’t have to deal with community property division, and you’ll probably benefit from a higher standard deduction, recovery rebate credit, education credits, etc. Use Form 8958 to determine the allocation of tax amounts between married filing separate spouses or registered domestic partners (RDPs) with community property rights. 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. Form 8958 is completed for paper returns, and is included in the electronic file for returns filed electronically. Community Property Law. Answers to Frequently Asked Questions for Registered Domestic. DE, HI and VT do not support part-year/nonresident individual forms. An entry of “1” will also suppress the Form 8958 for MFS filers with a filing address located in a community property state. Form 8958 (Community Property allocation) - do I need to list separate property too? We are unmarried registered domestic partners in California, so we have to use Form 8958 to split community property income between the two of us and file Federal tax returns as two singles. Select “2=yes” to net all wages and business income or loss and allocate 50% to each spouse on the MFJ/MFS worksheet. You would want to include a statement that you have done this and that you will be pursuing court action to obtain the actual figures. The adjustment worksheet generates Form 8958 which is included with your tax return. I am filing "married filing separately" via Tax Act. Form 8958: Is Spouse's Separate Income Required on this Form?. Form 8958, Allocation of Tax Amounts Between Certain Individuals in Community Property States, is used to determine the allocation of tax amounts between married filing separate spouses or registered domestic partners (RDPs) with community property rights, as follows:. Form 8958 & Non Resident Alien Spouse : r/USExpatTaxes. To enter Form 8958 in the TaxAct program (this allocation worksheet does not need to be completed if you are only filing the state returns separately and filing a joint federal return): From within your TaxAct return ( Online or Desktop), click on the Federal tab. Open Form 8958 - Allocation of Tax Amts Between Certain Indiv in Comm Property Sts. An entry of 1 in this field will suppress the Form 8958 for MFS filers with a filing address located in a community property state. In view, Form 8958 refers to both taxpayers as "Spouse, RDP or California Same-Sex Spouse", identifying each by SSN. We've lived together in California the entire year. You and/or your spouse had earned income for the calendar year that is community income. Form 8958 Allocation of Tax Amounts Between Certain Individuals in Community Property States allocates income between spouses/partners when filing a separate return. On the right page click on the link I'd like to see the forms I've filled out or search for a form Step 3: Scroll to the CA State Forms drop-down, click on the the right down arrow Step 4: Click the form in question and review, edit the entries and save. You must meet all the following conditions for these special rules to apply. I've filled out Form 8958, allocating the income & withholding pieces to each spouse on both their MFS returns, but it has no impact on the income/withholdings that show on the face of the 1040. Form 8958 will print with the return (and be e-filed with the return) once completed. On Spouse A's Form 8958, I would list: -Job1: Total Income $90, fully allocated to spouse A -Job2: Total Income of $10, with $5 allocated to Spouse A, and $5 allocated to Spouse B -Job4: Total Income of $30, with $15 allocated to Spouse A, and $15 allocated to Spouse B On Spouse B's Form 8958, I would list:. Use Form 8958 to determine the allocation of tax amounts between married filing separate spouses or registered domestic partners (RDPs) with community property rights. From Form 8958's instructions: If you live in Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, or Wisconsin and file separately, your income may be considered separate income or community income for income tax purposes. An entry of 1 in this field will suppress the Form 8958for MFS filers with a filing address located in a community property state. How do I complete the Married Filing Separate Allocation Form (8958. Each partner must complete and attach Form 8958 to his or her Form 1040. Note: Per the help screen on the W-2 that sends the information to the Form 8958, you still have to do a Government form override on the 1040 line 1 to change the amount to match Form 8958 line 1B. MFS without form 8958 = MFS with form 8958 = Joint tax return. Yes, if you are in a community property state (where under the laws of property ownership all income AND assets are owned 1/2 by each spouse) - and you are filling as married filing separately - you need the 8958. Form 8958 Allocation of Tax in. IRS Form 8958 - Allocation of Tax Amounts for Community Property States I have a few questions about this form. About Publication 555, Community Property Publication 555 discusses community property laws that affect how you figure your income on your federal income tax return if you are married, live in a community property state or country, and file separate returns. 00 Customer: do i just put the same amounts in the spouse sections? because it doesn't let me enter 0 You need to divide each of these amounts in half - and put into spouse section. Enter amounts in theIncome Allocation Detailssubsection. Enter the Taxpayer and Spouse or Partneramounts. In fairness 8958 only applies to the handful of states that are community property and to those who elect or must do an MFS return. com Step 2: Click on State Taxes on the left menu. Form 8958 is used to determine the allocation of tax amounts between registered domestic partners. Not all income is community income needing to be divided between spouses/RDPs. When filing a separate return, each spouse/RDP reports the following: One-half of the community income; All of their own separate. Community Property States are: Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas. Form 8958 Community Property State (Using TaxACT S/W">Help w/ Form 8958 Community Property State (Using TaxACT S/W. Income from your spouse's (or former spouse's) separate property (other than income described in (a), (b), or (c)). Solved: Split MFJ to Single. 00 Customer: unemployment - $10,650. If you certify your IRD plan with tax info this will mean his income is much higher than actuality. Form 8958 when spouse is unreachable. In the TaxAct program, Form 8958 Allocation of Tax Amounts Between Certain Individuals in Community Property States outlines how the amounts were allocated between the partners' federal returns. Forms & Current Availability. On Form 8958, a couple lists individual sources of income for each of them, such as employers, banks that pay interest, stocks that pay dividends, capital gains and tax refunds. How to generate Form 8958 in Lacerte. Form 8958 appears to be needed. Form 8958 Line 4 Clusterf*ck : r/tax. To enter Form 8958 in the TaxAct program (this allocation worksheet does not need to be completed if you are only filing the state returns separately and filing a joint federal return): From within your TaxAct return ( Online or Desktop), click Federal. To enter Form 8958 in the TaxAct program (this allocation worksheet does not need to be completed if you are only filing the state returns separately and filing a joint federal. Current Revision Publication 555 PDF ( HTML | eBook EPUB) Recent Developments. If your resident state is a community property state, and you file a federal tax return separately from your spouse or registered domestic partner, use form 8958 to report half of all community income and all your separately earned income. This form will explain to the IRS why the taxable income and. You and your spouse lived apart all year. Form 8958 appears to be needed. 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. FTB Publication 737 2019 Tax Information for Registered.