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Level 3
posted Apr 7, 2022 11:16:44 AM

Split of refund between spouses who don't share money

Would be curious to hear thoughts on the following situation:

Person A and B are a married couple with no dependents but significantly different income. Person A accounts for 80% of the taxable income.

If they were to file MFS, Person A gets a refund of $1,500 and B would have a balance due of $4,000

If the couple files jointly, the refund is $3,800.

How do you split this fairly?

0 3 465
3 Replies
Level 15
Apr 7, 2022 11:27:57 AM

Assuming you love each other and share with each other---work it out without mediation from strangers in a user forum.    When the IRS sent your refund it came in both names.

Level 15
Apr 7, 2022 11:28:30 AM

80/20 ? 

Level 15
Apr 7, 2022 11:43:35 AM

Or maybe you spend $800 on something for yourselves to enjoy as a couple and each pocket $1500.  Having been married for 53 years, I can suggest you will last longer if you do not nickel and dime each other.