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corgichat
Returning Member

Can I claim all real estate taxes on a married filing separately claim? How do I claim marital real estate?

 
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4 Replies
Phillip1
New Member

Can I claim all real estate taxes on a married filing separately claim? How do I claim marital real estate?

If the real estate taxes are paid from funds from a joint account, the real estate taxes should be divided between you and your spouse's return. Otherwise, you can deduct the expenses on your return.

See the following from IRS Other Deductions Questions:

Answer :

If you and your spouse file separate returns and one of you itemizes deductions, the other spouse must also itemize, because in this case, the standard deduction amount is zero for the non-itemizing spouse.

  • You may claim itemized deductions on a separate return for certain expenses that you paid separately or jointly with your spouse.
  • When paid from separate funds, expenses are deductible only by the spouse who pays them.
    • For example, if otherwise deductible medical expenses are paid from an account owned by one of the spouses or in a community property state from an account that's the separate property of one of the spouses under the laws of that state, only that spouse may claim a deduction for the expenditure.
  • When expenses are paid from funds owned by both spouses, such as from a joint checking account or accounts considered community property under the laws of the state in which the spouses reside, you should generally split the deduction between you and your spouse.
    • For example, if amounts are paid from a joint checking account for interest on a residence both you and your spouse own, you would each deduct half of the mortgage interest paid on your separate returns.
    • However, if only one of you is eligible for a deduction for an expense (for example, real estate taxes on a property owned only by the eligible spouse), only the spouse who is eligible for the deduction is allowed to claim it, even if the expense is paid from joint funds. Each spouse must maintain records documenting who is considered to have paid the expense.
pottersw
New Member

Can I claim all real estate taxes on a married filing separately claim? How do I claim marital real estate?

I see that since I pay all the property taxes on a home only I own, My husband does not get to deduct half the property taxes.  But the taxes always get reduced by TT on my return as it assumes since I am filing separately, that my husband also gets to deduct half. But he is not an owner and cannot deduct.    The funds paid for taxes in this case are not in a joint account. 

 

How do I override this in Turbo Tax?    I seem to always lose  the $5000 of deductions. 

Can I claim all real estate taxes on a married filing separately claim? How do I claim marital real estate?

Well that section of the Sch A is limited to $10000 for a married couple however if you file separately then you only get $5000.  So since he must also itemize deductions when you itemize deductions  then he should claim the rest that you can't claim  OR  file a joint return.  

Can I claim all real estate taxes on a married filing separately claim? How do I claim marital real estate?

Are you in a Community Property State?

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