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posted Jun 4, 2019 1:22:40 PM

Can spouse and I file married filing separately and use different form for federal tax (long or short form) as long as we both take the standard deduction?

I used long form and he used short form

We both took standard deduction

0 3 1824
1 Best answer
Level 15
Jun 4, 2019 1:22:42 PM

Yes, it does not matter what form you each use as long as you follow the rule to both file the same way--you both have to take standard deduction or both itemize.

But why are you filing separate returns?

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

3 Replies
Level 15
Jun 4, 2019 1:22:42 PM

Yes, it does not matter what form you each use as long as you follow the rule to both file the same way--you both have to take standard deduction or both itemize.

But why are you filing separate returns?

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

Level 1
Feb 11, 2021 11:04:54 AM

So if I'm understanding this correctly my spouse with no income can't file using 1040EZ if i'm using the long form correct 

 

Level 15
Feb 11, 2021 11:06:46 AM


@obbeachlover1 wrote:

So if I'm understanding this correctly my spouse with no income can't file using 1040EZ if i'm using the long form correct 

 


Forms 1040EZ and 1040A were discontinued after tax year 2017.  There is only one Form 1040.

If you are married you should be filing as Married Filing Jointly even if one spouse has little or no income.