If we’re married filing separately, do we need to add our incomes together on each return?
To fulfill the married filing separately requirements, you’ll each report your own income separately.
However, if you live in a community property state, you must report half of all community income and all of your separate income on your return. Community property states include:
- New Mexico
Community property is property that you, your spouse, or both acquire:
- During your marriage
- While you and your spouse are living in a community property state
Separate property is property that you or your spouse:
- Owned separately before your marriage
- Earned while living in a non-community-property state
- Received separately as a gift
- Bought with separate funds
- Acquired through separate funds
The laws of your state govern whether you have community or separate property and income.
You must attach Form 8958 to your tax form showing how you figured the amount you’re reporting on your return.
Can you split donations with your spouse if you itemize deductions and file married filing separately? Learn more from the tax experts at H&R Block.
Learn more about tax breaks for volunteering with the experts at H&R Block. The rules may surprise you.
Can you claim expenses for a disabled adult dependent? Learn more from the tax experts at H&R Block.
Are you a wage earner in Alabama? Find out how to check when you may receive your Alabama tax refund with help from H&R Block.