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New Member
posted Apr 26, 2021 1:56:46 PM

If I am "Married filing separately" do I need to enter my spouse's income/W2 information?

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3 Replies
Level 15
Apr 26, 2021 2:01:19 PM

you enter none of your spouse's income. to file as MFS you do need to enter your spouse's name and social security number. one other requirement. if one uses the standard deduction both must use it. the same applies for itemized deductions.  

Level 15
Apr 26, 2021 2:02:47 PM

Maybe---are you in a community property state?   At the very least you have to enter your spouse's Social Security number, and possibly a lot more, depending on what state you are in.   Why are you filing separate returns?

 

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

 

 

If you were legally married at the end of 2020 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 $24,800 (+$1300 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-separately

 

New Member
Apr 18, 2022 5:15:22 PM

These answers are so woefully inadequate considering the fact that that half of marriages end in divorce. The answers on how to declare income properly, or fill out form 8958, are mostly missing. To think I paid $80 for software that can't properly handle something as basic as 'married filing separately' is telling. The IRS has handed over the calculation of my tax obligation to private firms that have little incentive to help me file my taxes, and they haven't even remotely met that obligation.