Is anybody planning to amend either a California RDP or a California same-sex marriage return to take advantage of the recent PLR and CCA regarding community income for RDP's? I'd be interested to know how people are thinking of presenting it and what supporting documentation ought to be included. I also wonder whether it would be a good idea to file the returns for both partners in a single package.
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Evan Appelman, EA -
I have a lot of RDP/SSMC couples as clients and I know of a few right off the top of my head who might benefit a lot from the ruling. For one couple, I still haven't done 2009, so I might see how that one looks before thinking about amending the others. I would just attach 'amended per CCAxxx & PLR xxx'. I dont' know about filing the returns together; I've heard of too many horror stories of stapling the returns together. And had one client filing multiple back years that it happened to.
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