263494
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

momof2-3
New Member

My spouses only income is from social security. married filing jointly calculates our tax owed at $3200. Married separately drops it to $2000. Why is this and should I go the separately route?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies
KatrinaB
Intuit Alumni

My spouses only income is from social security. married filing jointly calculates our tax owed at $3200. Married separately drops it to $2000. Why is this and should I go the separately route?

It sounds as if the added social security income is causing you to owe more tax. You should certainly file as married filing separately if that saves you money. In that case, your spouse is not required to file. However, if you live in a community property state then the rules are different and you need to split all income and deductions. 

Please view the TurboTax FAQ below to see how the portion of taxable social security benefits is calculated.

https://ttlc.intuit.com/replies/3299920


[Edited 04/03/2019 I 7:30 PM]

My spouses only income is from social security. married filing jointly calculates our tax owed at $3200. Married separately drops it to $2000. Why is this and should I go the separately route?

"In that case, your spouse is not required to file."
Yes, Spouse is required to file, and report his Social Security.
<a rel="nofollow" target="_blank" href="https://www.ssa.gov/planners/taxes.html">https://www.ssa.gov/planners/taxes.html</a>

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question