@BFWP33 wrote:
Hi Nwa123 -
I'm the original poster, and I remember researching this extensively last year. My specific question was never directly addressed anywhere; moreover, I'm not confident that you'd get consistent answers if you asked different experts. I can say that I did include Job1 on Spouse B's Form 8958, and I did include Job 3 on Spouse A's Form 8958 (referring to the example in my original post).
From memory, I don't think the inclusion of these line items on Form 8958 impacted any calculations; in other words, I don't think there's any harm in over-documenting this. That being said, I'm certainly not a tax expert -- just an educated Joe who has successfully filed his tax return for several years in a row... 🙂
Good Luck.
One reason that this is difficult question to answer is because the IRS defers to state law on community property and that is different is different states.
Then if there are special circumstances (separated spouses, spouses living in different states, divorce involved, etc) it can get very complicated and require legal help from a tax professional that knows the laws of the states involved, or even if it can be disregarded altogether.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
