My son is going through a divorce and on his 2018 return he is filing as Married/Separate. How does he handle the Federal Tax refund from his 2017 return?

jim-passmore · ‎June 1, 2019

Zbucklyo · ‎June 1, 2019

He can split it anyway he and his spouse agree to.

Vanessa · ‎June 1, 2019

Handle is federal refund as in?

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

jim-passmore · ‎June 1, 2019

Sorry I was not clear enough. If on the 2017 return they filed Married/Joint and received a STATE tax refund what should he do about that amount as 2018 Income (sorry I said Federal Tax refund)? Should they each take half of that 2017 State Tax Refund as 2018 income?

Vanessa · ‎June 1, 2019

Do they live in a community property state? Did they itemize their return for 2017?

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

jim-passmore · ‎June 1, 2019

They do not live in a community property state. They did itemize in 2017.

Zbucklyo · ‎June 1, 2019

He can split it anyway he and his spouse agree to.

Expert does your taxes

Do it yourself

Resources

Support

My son is going through a divorce and on his 2018 return he is filing as Married/Separate. How does he handle the Federal Tax refund from his 2017 return?