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tkford45
New Member

I am my spouse are filing separately. With that being said, she is claiming the three children and I am claiming the house. When should her information be entered?

 
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3 Replies

I am my spouse are filing separately. With that being said, she is claiming the three children and I am claiming the house. When should her information be entered?

Not sure why you would want to file that way---filing married filing separately is usually the worst way to file, especially if you have children since you may lose child-related credits.

 

But if you persist in filing that way, you have to prepare TWO returns---one for each of you.   However, each of your returns will have to list your spouse's name and Social Security number so that the IRS can cross check to make sure you are following the strict rules for filing that way, and that you are not "double dipping" when you claim dependents or itemized deductions.

 

 

If I am filing a separate return why do I have to list my spouse’s information on my return?

Even if you file separate returns (the worst way to file) you each have to list each other's SSN's and some other information on your own tax return.  The IRS can then cross check to make sure you are not "double dipping" for itemized deductions, dependents, etc.

 

If you are in a community property state, there is more information that will be needed.

Community property states:  AZ, CA, ID, LA, NV, NM, TX, WA, WI

 

https://ttlc.intuit.com/questions/1901162-married-filing-separately-in-community-property-states

 

https://turbotax.intuit.com/tax-tips/marriage/five-tax-tips-for-community-property-states/L4jG7cq7Z

 

 

If you were legally married at the end of 2022 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 $25,900 (+$1400 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.

 

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.**
DanaB27
Employee Tax Expert

I am my spouse are filing separately. With that being said, she is claiming the three children and I am claiming the house. When should her information be entered?

You will enter your spouse's information in the "My Info" section if you want to file married filing separately:

 

  1. Login to your TurboTax Account 
  2. Click "My Info" from the left side of your screen
  3. Scroll down to the filing status and click edit
  4. Select that you are married and then answer no to filing jointly
  5. Enter your spouse's information.

 

You will have to file two returns, one for you and one for your spouse.

 

Please be aware there are many disadvantages to filing married filing separately. Please see Is it better for a married couple to file jointly or separately? for details.

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I am my spouse are filing separately. With that being said, she is claiming the three children and I am claiming the house. When should her information be entered?

To get it down to the details....when you are in My Info....it asks if you were married in 2022.  You say YES.  Then it asks if you want to file together with your spouse.  If you want to file a joint return, you say YES.  If you want to file separate returns you say NO.   Then you will advance to the screens where you have to enter your spouse's information.    And...if you are filing separate returns,  you will be preparing TWO returns, which means one for you, one for your spouse.  And each of you is listed as the spouse on the other's return.

**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.**

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