Category Archives: Filing Status

Amending to Separate Returns

Today TaxMama hears from Dana in Florida with this question. “I am in a very nasty divorce. We were separated for the past 7 years and for 4 of those years I agreed to file as married filing joint. Can I now go back and re-file as married filing separate? It will not hurt me […]

Divorce Status

Today TaxMama hears from Mike in Texas who wants to know. “If I were to file for a divorce on Oct 1, 2008, what will be my tax status on Jan 1, 2009?” Dear Mike, Does your wife know about your plans? Ah well, all good things must end someday. Actually, we don’t care what […]

Claiming Niece

Today TaxMama hears from April in Kentucky who tells us, “My boyfriend has lived with me since Feb 2008. He has supported the household, and also my niece, who lives with us and I have legal custody of. I was wondering, can he claim my niece on his taxes?”

His and Her Businesses

Today TaxMama hears from Jason in Arizona who says “My wife and I both started businesses in 2007. My wife sells candles and I do accounting. I know since we do joint taxes that normally you can file your business taxes with our personal taxes. But how does it work when filing for two different […]

Real Estate Activity

Today TaxMama hears from Jean in Texas who asks. “How can I assure I meet the qualifications of a real estate professional. I am a landlord, not a real estate broker or agent.”

Separate but Unequal

Today TaxMama hears from Mark in MA, with this question: “My tax software suggested filing married separate to save money. Can I use all the itemized deductions with one return, and the dependants on the other? It seemed to work on the software with no alerts.”

Marriage or Education

Today TaxMama hears from Mary in Florida, with this problem. “I am finishing up my degree in nursing – and I am about to get married this year. But if I file a married return, I will lose my financial aid. And my tuition is over $30,000 per year. What do I do?”

Injured Hubby

Today TaxMama hears from Whitney in Oregon who tells us: “I have defaulted on my student loans. Last year they seized our tax refunds. We filed an injured spouse form and got my husband’s refund back – six months later. I am trying to keep that from happening this year. If I file married, but […]

Too Young to File – or the Tax Virgin!

Today TaxMama hears from Monique in California who tells us. “I am a student, living at home with my parents (they are still claiming me as a dependant). But I do work less than 20 hours (usually earning less than $160). Do I still have to file taxes?”

Love Across State Lines

Today TaxMama hears from Mary in Georgia who tells us, “I live and work in Georgia. My spouse lives and works in New York. We will file a federal return together. But do we file state returns together? Do I pay NY state tax on my GA income; and does he pay GA tax on […]

Forged 2005

Today we hear from Veronica in New York who has this story. “I received a letter from IRS requesting $2,800 for 2005. I was married in 2005, but left my husband on September 1, 2005 and haven’t been back since. I filed my own separate income tax for year 2005 and did not know that […]