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Question

Question Details

Posted: Aug 07, 2009

How do I revise the marital adjustment for Form B22?

In EZ-Filing > Form B22  > Marital adjustment
In EZ-Filing > Means Test > Marital adjustment

Answer

View a tutorial on this topic


If your client is married but not filing jointly, you can review the marital adjustment to the nondebtor spouse's contribution and revise it if necessary. By default, EZ-Filing equates the marital adjustment to the spouse’s total payroll deductions, but you can revise the default adjustment by entering allowable deductions beyond those for payroll income.

  1. In the main menu bar, select Client>Form B22… to open the Statement of Current Monthly Income… window.
  2. Select the Income tab.
  3. In the Spouse's actual monthly contribution field, revise the default figure.
  4. Next to the Marital adjustment (to actual) field, click to open the Marital Adjustment Itemization window.
  5. In the Details area, type an Explanation and the monthly Amount of each additional deduction.
  6. If you want to reset the spouse's contribution to the default amount available:
  • Click Use Available.
  • In the confirmation message that appears, click Yes to reset the spouse's contribution.
  1. Click OK to close the window and incorporate your revisions into Form B22.



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