Previous taxes

[Huertae12]

Hi, 

my husband and I separated last year and he used to do taxes due to his business. When I tried to do my taxes filing married but separate for 2023 I found out that the taxes he did for 2022 weren’t filed correctly. I sent in my taxes for 2022 but I haven’t received any information. I filed for an extension for 2023 but it’s getting close and I still have yet to hear about my 2022 taxes. What can I do ?

[OpeA1]

Hello Huertae12!

Our advice will be that you file the your 2023 return before the extension deadline on October 15, 2024. The IRS looks at each year's taxes independent of each other. Therefore, wait for the IRS to respond to your 2022 separately from the 2023 return.

I hope this is helpful.

Thank you!

[Huertae12]

awesome, do I need my 1040 or any information from 2022 to do my 2023 taxes ?

[KarriC]

You may need information from the 2022 return if any of the following apply to you:

• you are depreciating assets for a business or rental
• you have carryforwards
• you received a state refund

If you are preparing your return in TurboTax and are in the same account you prepared your 2022 return in, TurboTax will automatically carry forward any information that should be carried forward. Isn't that great!

And as Ope mentioned, each year is looked at separately, so get that tax return filed before the deadline!

I know how hard it is when you're taking on "new to you" tasks, especially when they might be a bit intimidating. Just know that we are here for you! We'll help you become a confident tax filer.

[KarriC]

I wanted to follow up with information on filing statuses, community property states, innocent spouse relief, and how they may apply to your situation. I've included links to more information within this post.

Legally Separated - if you're legally separated (meaning you went to court) on December 31 of the year, you will file as either Single OR Head of Household (if you have a qualifying dependent)

Separated, not legally - if you're not legally separated, you will file either Married Filing Jointly (yes, you can still do this if you agree to), Married Filing Separately, or possibly Head of Household (if you have a qualifying dependent AND you have NOT lived with your spouse during the entire last six months of the tax year, AND you paid more than half the cost of keeping up your home.

If you live in a community property state (AZ, CA, ID, LA, NV, NM, TX, WA, WI), you may be required to allocate income and deductions between you and your spouse. 

If your spouse is self-employed, the tax liability for their work will be considered a joint liability. If this is the case, you may want to consider filing with a Form 8857 Request for Innocent Spouse Relief. This form requests relief from tax liability, plus related penalties and interest, when one believes only their spouse or former spouse should be held responsible for all or part of the tax.