Whether you’re an experienced do-it-yourselfer or doing your own taxes for the first time, this is your place to learn and share. Here you’ll find information and resources for using H&R Block’s online and software DIY solutions. You’ll also find links to more information to assist you on your DIY journey.
02-10-2018 09:24 PM
Based on the worksheets (and buying a home, and moving this year), it is more advantageous to do a married filing jointly federal and a married filing separately state for CT for me (my wife was a non-resident and I was a partial-year resident). The software does not make this easy. The message I get is:
"We see that you and WIFE completed a joint federal return. However, because you and WIFE have different Connecticut residencies: one is a resident or nonresident and the other is part-year resident, each of your must file as married filing separately for Connecticut tax purposes.
We'll help you complete your Connecticut return after you prepare a married filing separately federal return for each of you for Connecticut tax purposes."
But, the software has a Next and it walks through, calculates and shows information. My question:
1. Is the software accurately calculating my CT tax return (as it lets me continue) and the numbers seem reasonable.
2. Do I need to create a NEW H&R Block at home tax return for myself, run through the numbers as Married Filing Separately and then file the CT return separately? (my wife does not need to file a CT return as a non-resident with no CT income).
Also, will I be able to file CT (MFS) even through the AGI from my federal (MFJ) will be different? Thanks for any help!
Solved! Go to Solution.
02-19-2018 02:31 PM
Welcome to H&R Block Community.
According to the information you have provided, it seems you are using the H&R Block desktop/downloadable software when you received that message for CT return.
To answer your questions:
(1) Even though the downloadable tax software allowed you to proceed to the next screens, what the instructions are saying is that you have to create a new tax return file for yourself in this case as a married separate return for both Federal and CT state. By creating another married filing separate federal return file, it should generate a CT married separate return. The reason for doing this is that when you do click Next on that CT instructions page in the married joint return file that you were originally working on, when you go to Forms Menu to open up CT-1040 NR/PY, it will show on the upper left corner that this is a Married Filing Joint CT return. Since the instruction is telling you to do a married filing separate CT return, then by creating a new file to report married separate Federal and CT return, the CT nonresident/part-year return in that case will have the "Married filing separately" filing status checked off.
(2) When you follow the tax software instructions to create another tax return file in generating a Federal and CT return as married filing separate, the original Federal joint return can be e-filed separately from the CT nonresident/part-year return. However, the married filing separate CT nonresident/part-year return would have to be printed and mailed over.
If you have any other questions, I'll be glad to help.
Tax Research Specialist
03-12-2018 01:51 PM
I have a similar issue. So when I send my state return, which requires copy of federal 1040, which federal form should I send: joint or separately filed? If it should be the second one (filed separately) then I will use two different 1040 for IRS and state, right?
03-12-2018 02:05 PM - edited 03-12-2018 02:06 PM
If you have a similar situation where the H&R Block desktop/downloadable software instructs you to create a separate return file in order to generate a CT married separate return and your originally filed federal return was a joint return, then in this case when you are mailing over the CT married separate return, attach the joint federal return.
If your originally filed federal return was a married separate return, then for mailing over the CT married separate return, attach the federal married separate return.
Hope this clears up for you.
Tax Research Specialist
03-12-2018 03:13 PM
It would depend on what the instructions for the NJ state section of the tax software would say. However, if your situation is where you have to file an NJ married separate return when the federal return is filed jointly, then when you print and mail file the NJ married separate return, you attach only the married joint federal return.
If the situation was where the federal return was filed married separately while the NJ return is also going to be married separately, then for mailing over the NJ married separate return, attach the married separate federal return.
Tax Research Specialist