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🔍 Community Property States

This guide explains what to do if the address on the tax return is one of the community property states.

⚠️ Before You Begin

You will need the taxpayer’s address from the return.

If the address on the tax return is one of the community property states, answer the questions in the Filing Status section of the Main Information Sheet. 

If you answer Yes, you will want to fill out the Community Property Allocation Worksheet in SureFire. See IRS Publication 555 for additional information.

❌ Common Errors

If you are unsure whether a state is a community property state, confirm with the taxpayer and the state listed on the return before proceeding.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket