I am filing as married filing separately. My spouse is non-resident alien living separately from me abroad and has no U.S. based income. For Massachusetts tax return, I want to have 100% of the deduction amount, that is, $3000. Turbotax only takes half of the maximum rent deduction, even though I have answered the question of whether I am living with my spouse. How can I make the change of rent deduction within the software?
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MA DOR has this to say about the rent deduction if married filing separately:
"Married filing separate taxpayers are limited to a rent
deduction equal to 50% of the rent each pays, not to exceed $1,500 per
return. However, a married couple filing separate may allocate the rent
deduction differently (1) provided the amount taken by each spouse does
not exceed 50% of the rent actually paid by that spouse, and (2)
provided their combined rent deduction does not exceed $3,000.
The
spouse claiming a deduction in excess of $1,500 must attach to his/her
return a statement signed by the other spouse giving consent to the
allocation. The statement must list the name, address, social security
number of the consenting spouse and the amount of rental deduction taken
by that spouse."
It's probably safe to say that TurboTax does not handle this special case.
MA DOR has this to say about the rent deduction if married filing separately:
"Married filing separate taxpayers are limited to a rent
deduction equal to 50% of the rent each pays, not to exceed $1,500 per
return. However, a married couple filing separate may allocate the rent
deduction differently (1) provided the amount taken by each spouse does
not exceed 50% of the rent actually paid by that spouse, and (2)
provided their combined rent deduction does not exceed $3,000.
The
spouse claiming a deduction in excess of $1,500 must attach to his/her
return a statement signed by the other spouse giving consent to the
allocation. The statement must list the name, address, social security
number of the consenting spouse and the amount of rental deduction taken
by that spouse."
It's probably safe to say that TurboTax does not handle this special case.
I am in the same situation. Did you find a solution?
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