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Get your taxes done using TurboTax
The NYS Inflation refund would need to be split 50/50. If you did not itemize last year, then the NYS Inflation refund would not be reported .
The NY STAR credit is a state benefit, not income and not a tax payment, so it is not reported and does not affect the property or school tax deduction.
Mortgage interest would be split based on how it was paid. So if you both contribute to a joint account and the mortgage is paid out of the account, then you would split it 50/50, same with the 1099-INT. If you prorate how you contribute to the mortgage payment or deposit money into the account, then you would split the interest accordingly. Ex. You pay 30% of the mortgage and they pay 70% of the mortgage, then you would claim 30% of the interest and they would claim 70% of the interest.
No, if you are not itemizing then you would not need to include the school or property tax bill on your return at all. Be aware, that if one of you itemize you both must itemize.
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