My husband did not make enough this year for him to file. We typically file married joint with 4 dependents. Last year our refund was taken due to his past due child support so I had to file injured spouse to get my portion. For this year if he does not claim any income, do I still file married joint and file an injured spouse form? Or because the income is all of mine do I not need to worry about the refund being taken?
You'll need to sign in or create an account to connect with an expert.
You will still need to file injured spouse in order to protect your part of the refund if you file a joint return. When you file a joint return, the income is not broken down by which spouse had earnings. It is all combined. And filing separate returns will affect child-related refundable credits.
And.....ALL of your combined income goes on that return--including your spouse's income.
He is not claiming any income. Would I need to do an innocent spouse form as well?
@Kutiemee Let's back up. Above, you said he "did not make enough to file this year." Did you mean he made NO income at all? Zero? Or just that he made a small amount of income? "He is not claiming any income"-----is not the same as he did not have any income. Does he/will he have a W-2 or a 1099NEC for any 2024 income---employers and clients have until January 31 to issue them.
If you are filing a joint return, you do not get to just disregard your spouse's income, even if he only had a small amount of income. ALL of your income goes on a joint return, even if one of the spouses had only a little bit of income.
He is not claiming any income
@Kutiemee Not "claiming" income is not the same thing as did not have any income. No word games here. Did he have any income?
If you are married, you have the option of filing jointly or separately. If you file as married filing separately, you can claim all the children, and you don't need to file as an injured spouse, because you are filing a separate return. However, some tax credits and deductions are reduced or disallowed and the rates are higher.
If you file separately and you itemize your deductions on schedule A, your spouse is not entitled to any standard deduction and must file a tax return if his income is more than $5.
When you are married, you are always allowed to file jointly. You must report ALL your income of both spouses, even if some items are small. You will benefit from lower tax rates and better deductions, but you will have to include the injured spouse form in your situation.
One final point that may be worth discussing. When you file a joint return, you are taking joint liability for all the income, deductions, and other claims on the tax return. If it later turns out that one spouse was cheating on their taxes (hiding income, working under the table, etc.) then both spouses are equally and jointly liable, and the IRS can come after either or both spouses, including the spouse with more money, even if they weren't the actual tax cheat, and even years after a possible future divorce (because you voluntarily signed a joint return taking joint and equal responsibility). Filing as married filing separately protects you from this situation because you are only responsible for yourself, although you may pay higher taxes.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
sammypaige
Returning Member
mjrabil20
New Member
hannah1sue
New Member
sdterlaje
New Member
susanmcwilliams
New Member