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Filing status married dependent student

Our newly married student Dependent will get some of their withholding back, but not all. Should they then file married filing separately since they had taxable income ?

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6 Replies
ThomasM125
Expert Alumni

Filing status married dependent student

Which filing status to use would depend on a lot things such as total income, the distribution of income between spouses, available tax credits and other things. The best thing to do would be to try it filing joint and then separate to see which gives the better outcome. On average, filing married-joint will give you the better outcome.

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Hal_Al
Level 15

Filing status married dependent student

Questions you didn't ask may be of some interest to you, since it appears that the newly weds may have low income. 

Q. Can you still claim your newly married student as a dependent and get the tuition credit? If so, which way does the family come out better?

 

For some guidance, see a similar question at 

https://ttlc.intuit.com/community/taxes/discussion/can-i-claim-my-daughter-who-got-married-on-decemb...

Filing status married dependent student

if they elect to file married, jointly, does he need to check yes that someone else could claim him as a dependent?

Vanessa A
Employee Tax Expert

Filing status married dependent student

Yes.  If you are claiming him, he still needs to check the box that says someone else can claim him. 

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Filing status married dependent student

as I understand it, I cannot claim him as a dependent, if he files married filing jointly with taxable income, correct?

KrisD15
Expert Alumni

Filing status married dependent student

Only not if they have a tax liability.

If they file to get a refund because tax was withheld (or to get a credit) but they have no tax liability (on Form1040 Line 16) the student MIGHT qualify as your dependent. 

 

IRS Link 

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