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Married filing Separately - spouse income reporting requirement

My wife and I are filing 'married filing separately' bc of her income-based student loan repayment program. Her tax software (not TurboTax) states that she is required to report my income as well for "informational" purposes. Is this actually an IRS requirement? If so, does she report my W-2 income (box 1) only or my AGI?

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5 Replies

Married filing Separately - spouse income reporting requirement

Are you in a community property state?

 

Community property states:  AZ, CA, ID, LA, NV, NM, TX, WA, WI

 

**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.**
RobertB4444
Expert Alumni

Married filing Separately - spouse income reporting requirement

In a community property state you will both report each other's income and deductions and then take half on each return.

 

@kircal 

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Married filing Separately - spouse income reporting requirement

Yes, we are in a community property state.

Married filing Separately - spouse income reporting requirement

Just to confirm, are you referring to income generated from community property? We do live in a community property state, so I fully understand that. My question is whether we also have to report our spouse's W-2 income even though we are filing 'married filing separately'?

DaveF1006
Expert Alumni

Married filing Separately - spouse income reporting requirement

Yes, you will report each other's W2 income on your own return.

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