Home Page link  

Married living separately filing jointly

 

Taxes General Forum - Tax professionals meeting place and answers to queries. (Moderated)

 Post an article  get this group's latest topics as an RSS feed add this group's latest topics to your My MSN content add this group's latest topics to your My Yahoo content  add this group's latest topics to your Google content  YahooMyWeb Yahoo!  Google Google  Windows Live Favorites Windows Live  del.icio.us del.icio.us  digg digg  Add to Netscape Netscape
Subject Author Date
Married living separately filing jointly hellothota 04-16-2007
Posted by hellothota on April 16, 2007, 4:44 pm
Please log in for more thread options
I work and live in OH and my spouse work and live in KY. I
have some questions

1) Since we live separately, we need to spend twice the
amount of money on rent and extra expenses on travel. Is
there any way that I can claim this money as deductions?

2) I decided to file federal MFJ. What status I should file
for state taxes? If I am filing MFJ, how should I calculate
AGI for either states.

Thank you in advance for your help

<< ======================================================= >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2006) - All rights reserved. >>
<< ======================================================= >>

Posted by John D. Goulden on April 18, 2007, 1:57 am
Please log in for more thread options
> I work and live in OH and my spouse work and live in KY. I
> have some questions
>
> 1) Since we live separately, we need to spend twice the
> amount of money on rent and extra expenses on travel. Is
> there any way that I can claim this money as deductions?

Ordinary living expenses and non-business travel are
generally not deductible. However, if you own both
residences, you can probably deduct mortgage interest and
real-estate taxes on both.

> 2) I decided to file federal MFJ. What status I should file
> for state taxes? If I am filing MFJ, how should I calculate
> AGI for either states.

Most states require that the state filing status be the same
as federal. The following links may be helpful. If you have
to file MFJ, you'll probably be filing resident w/
non-resident spouse in both states. The forms are engineered
to separate state from non-state income, compute the
appropriate state income and determine the appropriate
income tax.

http://tax.ohio.gov/channels/other/ohio_taxes.stm
http://www.revenue.ky.gov/

--
John D. Goulden

<< ======================================================= >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2006) - All rights reserved. >>
<< ======================================================= >>

Posted by Katie on April 19, 2007, 4:11 am
Please log in for more thread options
helloth...@gmail.com wrote:

> I work and live in OH and my spouse work and live in KY. I
> have some questions
>
> 1) Since we live separately, we need to spend twice the
> amount of money on rent and extra expenses on travel. Is
> there any way that I can claim this money as deductions?
>
> 2) I decided to file federal MFJ. What status I should file
> for state taxes? If I am filing MFJ, how should I calculate
> AGI for either states.

I'm assuming that you were a full-year resident of OH and
your spouse was a full-year resident of KY.

In OH, if you file a joint federal return, you must file
jointly for Ohio. Since your spouse is a nonresident, you
can subtract from your total tax liability the part of that
liability that relates to your spouse's non-Ohio source
income. The credit is calculated on Schedule D of the Ohio
return.

In KY, you are not bound by your federal filing. Your
spouse can file MFS reporting only his or her own income and
deductions.

Check the form instructions in each state for further help.

Katie in San Diego

<< ======================================================= >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2006) - All rights reserved. >>
<< ======================================================= >>

Similar ThreadsPosted
Electronic filing possible for married filing separately in community property state? April 3, 2007, 2:07 am
Married filing Jointly April 18, 2007, 1:57 am
Married filing joint or separately? January 1, 2008, 9:40 pm
Married Filing Jointly in two separate states April 9, 2007, 3:10 am
Married filing Separately -- where to put shared items? February 2, 2008, 4:00 pm
TaxCut Online: Married Filing Jointly/Seperately March 12, 2007, 5:13 am
Two States NY and MA married filing jointly part year resident questions March 19, 2007, 2:42 am
filing status ? - Married but living in different states March 17, 2007, 5:51 pm
Tax Benefit for Marrired Couple Living Separately October 9, 2007, 8:28 pm
Re: Tax Benefit for Marrired Couple Living Separately October 11, 2007, 10:20 pm

Contact Us | Privacy Policy
This site is not affiliated with Intuit - makers of Quickbooks and Quicken software
This site is not affiliated with Sage Software - makers of Peachtree accounting software
XML SitemapXML Sitemap