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Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

Question

Can the Filing Status Optimization utility be used to separate a Domestic Partner return?

Answer

Yes. The return may be split into two separate returns for married filing separately status using the same procedure as other 1040 returns. The Domestic Partner return type and the client IDs of the two separate taxpayer clients are retained in client properties. The proforma information is stored from the split client into the separately filed federal return client using the same procedure as a joint Domestic Partner return.

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