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MFS Allocation Record

If the taxpayer is filing a return using the Married Filing Sperate (MFS) filing status, and they live in a Community Property State (Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, Wisconsin), the IRS requires a MFS Allocation Record be completed and attached to the tax return.  Community property laws affect how income is figured on the federal income tax return.

To access the MFS Allocation Record, from the Main Menu of the Tax Return (Form 1040) select:
  • Miscellaneous
  • MFS Allocation Record for Community Property States
  • Select Husband or Wife, depending on who you are filing this return for.  The information from the tax return will pull to the correct column of the record.
  • Fill in the amounts from the spouse's tax return.
NOTE: If you do not know the spouse's income information you can leave the information blank.  Please keep in mind that this may cause some delay in the processing of the return and the issuance of a refund check.