Thanks for the quick response.
Also I need to have my eyes checked it turns out that I have to PAY almost a $1,000 not get back a $1,000 on my individual return.
As for deductions we took; our home interest/property and state & local taxes and donations.
I am not familiar with the SALT limitations but I was following what our CPA had done our 2017 taxes. When he did our individual returns he gave me the mortgage interest, my wife got the property taxes, charity we split the amount without dividing a charity. Any federal/state that I had on my 1099R & SSA1099 I deducted on my return, she deducted her W2 federal/state taxes.
As to you question "How would you explain to the IRS why you did it that way and it is supportable by the IRS requirements?"
If this was not allowed wouldn't TurboTax throw a red flag and ask why I did not have any property taxes etc with my home on my return. Also as I said I was following what our CPA had done.
For the benifits that we received by filing Married-Individually, for the Feds we only have to pay $638 compared to $688 if we filed jointly. As for the state we gained almost $700 in additional refunds from Ohio.
