DMarkM1
Expert Alumni

Retirement tax questions

If you have a choice, you will need to compare filing separately vs filing jointly.  Which works out better for you, having to share in the payment of his taxes/penalties or filing separately with only your income/deductions.    

 

Neither innocent spouse or injured spouse applies in this situation.  

 

Innocent spouse applies when a couple files a joint return and one spouse makes a mistake (omitting income or not paying taxes) and the other spouse was unaware.  

 

Injured spouse applies when a couple files a joint return and the refund is used to pay a back-debt for one of the spouses that does not apply to the other spouse.  

 

 

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