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Level 2
June 5, 2019
Question

Can my spouse file as head of household so I can file married filling separately?

  • June 5, 2019
  • 5 replies
  • 14 views
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5 replies

VolvoGirl
Level 15
June 5, 2019
Why do you want to file separate?  Joint is usually the best way to file.  You lose several credits filing MFS.  Do you live together?
Level 2
January 31, 2026

Wife will drag this along she has to many issues with back taxes and I only work less than a year in 2025 and 1 month in 2024 also received SSI for 1300.00 each year.

Level 15
January 31, 2026

 If your spouse owes back taxes or child support---you can either file married filing separately (which has its own disadvantages) or you can file a joint return with your spouse and claim injured spouse yourself to protect the portion of the refund that can be attributed to your own income. 

INJURED SPOUSE

https://ttlc.intuit.com/turbotax-support/en-us/help-article/spouse-partner/file-form-8379-injured-spouse-allocation/L3KVDvR02_US_en_US?uid=ltmrgzbp

 

Note:  Using the injured spouse form delays your refund for at least 14 weeks.

 

 

@evelyn_83

**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.**
Level 2
June 5, 2019
We do not live together but we are still legally married
Level 2
April 21, 2024

Can one spouse claim married filing separate and the other file head of household 

Mike9241
Level 15
Level 15
April 21, 2024

You should have started your own thread!!!! However, to answer your question, the answer is yes. If the one wanting to file as HOH has lived apart from their spouse for the last six months of a calendar year and paid more than 1/2 the cost of keeping up a home for themself and his/her child who lived with the taxpayer for more than six months during that calendar year. 

 

six months means the child spent 183 or more nights with the taxpayer

 

there are other conditions to file as HOH

1) child can not be claimable solely because of multiple support agreement

2) taxpayer can not be a nonresident alien any time during the year

3) child can not be married and filing jointly with their spouse unless there is no tax liability and merely filing jointly to facilitate a refund of taxes withheld or paid estimates. 

 

 

 

Mike9241
DanielV01
Level 15
June 5, 2019
It's legal to file that way if you do live separate and your spouse has a dependent.  You can also file joint if you choose as long as you are not legally separated.
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DanielV01
Level 15
June 5, 2019

It depends.  This is a legal status only if you were living apart for more than the last 6 months of the year, your spouse has a qualifying dependent living with him/her for at least 6 months of the year, and provided at least half of the household support. However, if you did not live apart for the entire last 6 months of the year, this type of filing would be illegal and fraudulent.  Here is an FAQ with additional information on filing Head of Household:  https://ttlc.intuit.com/replies/4206137

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Level 2
September 10, 2020

So if one spouse does qualify for Head of Household what filing status does the other spouse use? Would they use Married Filing Separately? Or could they use Head of Household also?

Level 15
September 10, 2020

@bz_92 wrote:

So if one spouse does qualify for Head of Household what filing status does the other spouse use? Would they use Married Filing Separately? Or could they use Head of Household also?


If you are married, you can only use head of household if all these conditions are true:

  1. you lived apart from your spouse for all of the last 6 months of the year,
  2. you paid more than half the cost of keeping up your own home for the entire year,
  3. you provided care in your home for a qualifying person, usually your child dependent who lived in your home with you more than half the nights of the year.

 

The same rules apply to both spouses.  Spouse #2 might also qualify to file as HOH if they meet the same tests.  (This means that, among other things, the spouses must have at least two children, and at least one of the children lived with spouse #2 more than half the year while another child lived with spouse #1 more than half the year.)  It is unusual, but not impossible, for this to be the case. 

 

If spouse #2 does not qualify to file as HOH, then spouse #2 must file as married filing separately.  

Level 2
April 29, 2020

I have a question about filing separately and filing jointly. If my wife filed separately already on her tax return, would I be able to file my tax return jointly? So I can qualify for all the tax benefits such as education etc.

DoninGA
Level 15
Level 15
April 29, 2020

@Longmorw wrote:

I have a question about filing separately and filing jointly. If my wife filed separately already on her tax return, would I be able to file my tax return jointly? So I can qualify for all the tax benefits such as education etc.


No, you cannot file a joint tax return if your spouse filed as Married Filing Separately.  You can only file your tax return as Married Filing Separately or if you are eligible as Head of Household.

See this TurboTax support FAQ for Head of Household when married - https://ttlc.intuit.com/community/married/help/can-a-married-person-claim-head-of-household-filing-status/01/26366