topic Notice 2014-7 in Get your taxes done using TurboTax

Notice 2014-7

ndelossantos — Wed, 17 Dec 2025 23:42:19 GMT

My wife and I both have W-2s that are subject to Notice 2014-7, can we file separately?

Re: Notice 2014-7

Mike9241 — Thu, 18 Dec 2025 00:53:50 GMT

first note that MFS is generally the worst filing status for a married couple. there are rare exceptions. as to your question. A married couple can choose to file using the Married Filing Separately (MFS) status even if they are subject to IRS Notice 2014-7. Notice 2014-7 primarily addresses the tax treatment of certain Medicaid waiver payments, not a couple's federal filing status.

there is no quick correct answer as to what filing status is best. to find the lowest tax you may have to do 3 returns. 1 each MFS and a joint return.

Re: Notice 2014-7

AmeliesUncle — Thu, 18 Dec 2025 19:19:33 GMT

Yes, you can file Separately or file Jointly. Notice 2014-7 has no effect on filing status, and filing status has no effect on Notice 2014-7.

As Mike indicates, strictly from a overall tax viewpoint, Jointly usually has better overall results than Separately, but there are exceptions.