Disabled veteran spouse, able to claim?

mrklaxxon · ‎December 15, 2020

Hey folks.
My wife is a 100% disabled veteran and does not work. She collects monthly VA payments. I work full time and she raises our 4 year old 247. I make just under $60, what would be the best way to file to get the best refund?
Thanks,

VolvoGirl · ‎December 15, 2020

Just file a normal Joint return.

xmasbaby0 · ‎December 16, 2020

File a joint return. Your wife's VA benefits are not taxable and do not get entered on the tax return. You can file a joint return even if one spouse has little or no income. That way you get the highest standard deduction for a married couple -- $24,800 -- which reduces the amount of income that is taxable, and any other child-related credits that you qualify for.

**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.**

NCperson · ‎December 16, 2020

and use TT's "free version" - no need to pay for the software in your situation... or check to see if the VITA program or AARP serves your area with tax preparation services (it's free)

You can file with TurboTax Free Edition
if you have a simple tax return.*

*A simple tax return is Form 1040 only OR Form 1040 + Unemployment Income. Situations covered in TurboTax Free Edition include:

W-2 income
Limited interest and dividend income reported on a 1099-INT or 1099-DIV
Claiming the standard deduction
Earned Income Tax Credit (EIC)
Child tax credits
Unemployment income reported on a 1099-G

xmasbaby0 · ‎December 16, 2020

@mrklaxxon And....just in case it is still not clear.....you do NOT claim your wife as a dependent. Your child can be claimed as a dependent, You never claim a spouse as a dependent,

**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.**

Disabled veteran spouse, able to claim?

Deductions & credits

Deductions & credits

Deductions & credits

Deductions & credits