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Retirement tax questions
@wedmonso Yes, you would add your W-2 income and form 1099-R income together for community property income purposes.
You would be dealing with community property income allocation if you are filing as married-separate. In that case, you combine all income from both spouses and then divide it by two to determine the community income allocated to each spouse. You would then add or subtract from the income reported on your tax return to bring it up to the correct amount for community property income.
For instance, if you made $30,000 in total W-2 income and retirement income combined, and your spouse made $70,000, then you would add $20,000 to your $30,000 income to bring it up to your community property income of $50,000 (half of total income of $100,000.)
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