turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

How do I see what I claimed for exemptions on my taxes? I need to know for my husband who is filing separately

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

5 Replies

How do I see what I claimed for exemptions on my taxes? I need to know for my husband who is filing separately

There are no "exemptions" on a federal return-----there have not been personal exemptions since 2017.    You get a standard deduction for your filing status, which makes some of your income "tax free."

 

2023 STANDARD DEDUCTION AMOUNTS

 

SINGLE $13,850  (65 or older/legally blind + $1850)

 

MARRIED FILING SEPARATELY $13,850  (65 or older/legally blind + $1500)

 

MARRIED FILING JOINTLY $27,700  (65+/legally blind) )  + $1500 per spouse

 

HEAD OF HOUSEHOLD  $20,800 (65 or older/blind)  + $1850)

 

 

 

 

Not really sure what you are trying to ask about.   You say you need to know for your husband who is filing separately.   That must mean that you are also filing married filing separately.  Why are you filing separate returns?  That is usually the worst way to file.

 

 

If you were legally married at the end of 2023 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 get the married filing jointly standard deduction of $27,700 (+$1500 for each spouse 65 or older)  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. Your limit for SALT (state and local taxes and sales tax) will be only $5000 per spouse. 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 since with online, you get one return per fee.

 

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

https://ttlc.intuit.com/questions/1894449-is-it-better-for-a-married-couple-to-file-jointly-or-separ...

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

How do I see what I claimed for exemptions on my taxes? I need to know for my husband who is filing separately

When I filed his, on his New York State, it point blank asked this question: how many exemptions did your spouse claim on their return.

-yes you are right there are special circumstances in which we can file separately. We are married and live separately. We haven’t been together for 2-3 years. I have the two kids with me and pay for everything all year long so I get to claim head of household. I looked it up and I followed the rules on this because I don’t want to mess with the IRS. Now with his and mine income combined, we would only receive about half or if not less than what I would get back for myself with the kids with head of house hold so I don’t think filing separately is the worst choice.

How do I see what I claimed for exemptions on my taxes? I need to know for my husband who is filing separately

Okay---you were asking about state exemptions---that is different.  Some states do have personal exemptions.   Thought you were asking about your federal return since your question did not mention the state.

 

If you claimed the children on your NY return, then you are the one who has the "exemptions" for them.   

 

I am confused by your question about what to put on your spouse's return.   Are you preparing his return for him---although you live apart?

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

How do I see what I claimed for exemptions on my taxes? I need to know for my husband who is filing separately

Also, yes I did prepare two tax returns but because his is a basic tax return since he doesn’t claim the kids or anything, his return was free for both federal and state. The first full year we lived apart and weren’t together, I tried to do our return together and it gave us less than $5000. Separately it gave me. with head of house hold, over $10,000 and that’s just federal. And yes I was legally married and still am. 

How do I see what I claimed for exemptions on my taxes? I need to know for my husband who is filing separately

Sorry that was my fault for not specifically saying it was NYS not federal. Yes I am preparing his return for him because he is very bad at taxes and I don’t mind doing them for him. We are still on good terms, just not together.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question