AmyC
Expert Alumni

Retirement tax questions

For your personal return, you can file MFJ. The IRS has a quick quiz to help determine the Filing status that is best for you.

For the business:

  • If you live in a community property state, you have been filing sch C for each of you. You retire and she claims it all. 
  • If you don't live in a community property state, you have been filing partnership returns. The partnership needs to be dissolved.
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