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love2wheels
New Member

My wife receives a ssa-1099-sm for 20064.00 with no additional income and would like to file separately - does my income HAVE to be referenced on any of her forms?

 
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georgesT
New Member

My wife receives a ssa-1099-sm for 20064.00 with no additional income and would like to file separately - does my income HAVE to be referenced on any of her forms?

It depends.

If you live in the community property states of Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, or Wisconsin, you have to deal with community property allocations and adjustments, your spouse will have to reference your income.

Note that filing a joint Return will generally give you a bigger refund or less taxes due. Your tax rate is higher When you file separately and you won't be able to claim the following credit:

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2 Replies
georgesT
New Member

My wife receives a ssa-1099-sm for 20064.00 with no additional income and would like to file separately - does my income HAVE to be referenced on any of her forms?

It depends.

If you live in the community property states of Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, or Wisconsin, you have to deal with community property allocations and adjustments, your spouse will have to reference your income.

Note that filing a joint Return will generally give you a bigger refund or less taxes due. Your tax rate is higher When you file separately and you won't be able to claim the following credit:

xmasbaby0
Level 15

My wife receives a ssa-1099-sm for 20064.00 with no additional income and would like to file separately - does my income HAVE to be referenced on any of her forms?

If you were legally married at the end of 2017 your filing choices are married filing jointly or married filing separately.

Married Filing Jointly is usually better, even if one spouse had little or no income. When you file a joint return, you and your spouse will each receive the $4050 personal exemption, plus the married filing jointly standard deduction of $12,700 (add $1250 for each spouse over the age of 65).  You are eligible for more credits including education credits, earned income credit, child and dependent care credit, and a larger income limit to receive the child tax credit. 

If you choose to file married filing separately, both spouses have to file the same way—either you both itemize or you both use standard deduction. Your tax rate will be higher than on a joint return. Some of the special rules for filing separately include: you cannot get earned income credit, education credits, adoption credits, or deductions for student loan interest. A higher percent of your Social Security benefits may be taxable.  In many cases you will not be able to take the child and dependent care credit. The amount you can contribute to a retirement account will be affected. If you live in a community property state, you will be required to provide additional information regarding your spouse’s income. ( Community property states:  AZ, CA, ID, LA, NV, NM, TX, WA, WI) If  you are using online TurboTax to prepare your returns, you will need to prepare two separate returns and pay twice.

https://ttlc.intuit.com/questions/1894449-married-filing-jointly-vs-married-filing-separately

https://ttlc.intuit.com/questions/1901162-married-filing-separately-in-community-property-states

If I am filing a separate return why do I have to list my spouse’s information on my return?

Even if you file separate returns (the worst way to file) you each have to list each other's SSN's and some other information on your own tax return.  The IRS can then cross check to make sure you are not "double dipping" for itemized deductions, dependents, etc.


If you are in a community property state, there is more information that will be needed.

Community property states:  AZ, CA, ID, LA, NV, NM, TX, WA, WI

**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.**
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