topic Must I allocate Interest paid and real estate taxes paid the same way? Also Cash charitable contributions? in Deductions & credits

Must I allocate Interest paid and real estate taxes paid the same way? Also Cash charitable contributions?

mcmahot1 — Mon, 03 Jun 2019 17:28:29 GMT

Is this in regards to a Married Filing Separate return?...

DanielV01 — Mon, 03 Jun 2019 17:28:32 GMT

Is this in regards to a Married Filing Separate return? If so, what state are you in?

Pennsylvania Yes Married Filing Separate Mortgag...

mcmahot1 — Mon, 03 Jun 2019 17:28:33 GMT

Pennsylvania Yes Married Filing Separate Mortgage is paid by the husband

Husband only on the account

mcmahot1 — Mon, 03 Jun 2019 17:28:34 GMT

Husband only on the account

Thanks for the confirmation

mcmahot1 — Mon, 03 Jun 2019 17:28:35 GMT

Thanks for the confirmation

It depends on who paid the expense. You live in Pennsylv...

DanielV01 — Mon, 03 Jun 2019 17:28:36 GMT

It depends on who paid the expense. You live in Pennsylvania, a separate property state, which means that you should allocate any deductions to the spouse who paid them and is responsible to pay them. (Community property states have a different set of rules, but PA is not a community property state). The allocation you use has to be consistent according to who paid the amounts and who is responsible to do so. If both paid a portion, each can claim the portion that they paid. This IRS website explains this in more detail: Married Filing Separate splitting Itemized Deductions

If one spouse itemizes deductions, the other spouse must also itemize.