Married filing jointly

Forum|Forum|2 years ago
April 24, 2024
3 replies
12 views

If I filed married jointly with my husband, and the house is in his name and we itemized, does that mean he gets the entire refund of $4,000?

DoninGA

Level 15

When filing as Married Filing Jointly, any tax refund is issued in both of your names.

Mike9241

Level 15

how the refund should be split is a matter you need to discuss with your husband.

Mike9241

Hal_Al

Level 15

Q. If I filed married jointly with my husband, and the house is in his name and we itemized, does that mean he gets the entire refund of $4,000?

A. No. You haven't provided enough additional info to determine if the itemized deductions are 100% responsible for the $4000 refund. The biggest factor is usually how much withholding, you each had (box 2 of the W-2).

One frequently mentioned method for calculating how the refund should be split is to calculate what your refund would have been if you each filed single (him with itemized deductions and you with the standard deduction). This tool can do that: https://turbotax.intuit.com/tax-tools/calculators/taxcaster/?s=1