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The amount shown that we owed changed after we submitted and e filed. It showed we would owe federal $1311 and get $2400?? Back from state and now it shows we owe over $4000 to federal and get a refund from state of $726.

I think it is making Loyd claim Wanda's income and making him pay more on his social security.  Please help! I know we will need to do an addendum.  How we get Wanda's income separate.  We are filing married filing separately

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2 Replies

The amount shown that we owed changed after we submitted and e filed. It showed we would owe federal $1311 and get $2400?? Back from state and now it shows we owe over $4000 to federal and get a refund from state of $726.

Why are you filing separate returns--the worst way to file.

 

If you were legally married at the end of 2019 your filing choices are married filing jointly or married filing separately.

Married Filing Jointly is usually better, even if one spouse had little or no income. When you file a joint return, you and your spouse will get the married filing jointly standard deduction of $24,400 (+$1300 for each spouse 65 or older)  You are eligible for more credits including education credits, earned income credit, child and dependent care credit, and a larger income limit to receive the child tax credit.

 

If you choose to file married filing separately, both spouses have to file the same way—either you both itemize or you both use standard deduction. Your tax rate will be higher than on a joint return. Some of the special rules for filing separately include: you cannot get earned income credit, education credits, adoption credits, or deductions for student loan interest. A higher percent of your Social Security benefits may be taxable. Your limit for SALT (state and local taxes and sales tax) will be only $5000 per spouse. In many cases you will not be able to take the child and dependent care credit. The amount you can contribute to a retirement account will be affected. If you live in a community property state, you will be required to provide additional information regarding your spouse’s income. ( Community property states:  AZ, CA, ID, LA, NV, NM, TX, WA, WI)

If  you are using online TurboTax to prepare your returns, you will need to prepare two separate returns and pay twice.

 

https://ttlc.intuit.com/questions/1894449-married-filing-jointly-vs-married-filing-separately

https://ttlc.intuit.com/questions/1901162-married-filing-separately-in-community-property-states

https://ttlc.intuit.com/questions/1894449-is-it-better-for-a-married-couple-to-file-jointly-or-separ...

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
ColeenD3
Expert Alumni

The amount shown that we owed changed after we submitted and e filed. It showed we would owe federal $1311 and get $2400?? Back from state and now it shows we owe over $4000 to federal and get a refund from state of $726.

If you are Married Filing Separate and lived together at all during the year, your total amount of Social Security becomes taxable.

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