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New Member
posted Jun 1, 2019 2:09:27 PM

Can I allocate 50% of income from a joint account to one spouse in Maryland

We live in MD and I am completing our return.  I am being asked how much of our cap gain income and fed exempt investment income is attributable to each spouse.  The accounts are held jointly.   If I allocate all to one person, we get a $7 deduction.  If I allocate it 50/50, we get a $1200 deduction so this is material.

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3 Replies
Level 1
Jun 1, 2019 2:09:29 PM

Yes, you can allocate a joint account 50%-50% between spouses for your Maryland tax return.

New Member
Mar 23, 2022 9:42:04 AM

 

Is the same true for the Virginia State return?

Expert Alumni
Mar 23, 2022 10:00:28 AM

Yes because you both jointly own the income. Filing status will be a factor.  More information can be found at the link below for your specific situation.

  • As a general rule, you may not divide income equally between spouses. Virginia additions and subtractions with respect to trade, business, production of income or employment must be allocated to the spouse to whom they relate.
  • VA General Filing Information

@sava81