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How do I file a return for my deceased spouse?

Married Filing Jointly If your spouse died during the year, you are considered married for the whole year for filing status purposes. If you did not remarry before the end of the tax year, you can file a joint return for yourself and your...

What is a "Non-Working Spouse" exemption?

A "Non-Working Spouse" exemption only applies to taxpayers that are filing a Married Filing Separate return. If you are filing a Married Separate (MFS) return, the primary taxpayer can claim an exemption for the spouse only if the spouse...

Injured Spouse Allocation Form (Form 8379)

A taxpayer is considered an injured spouse when a joint overpayment (refund) was/is expected to be applied to a past due obligation of the other spouse. By filing Form 8379 , the injured spouse may be able to get back his or her portion...

New York Nonobligated Spouse Allocations - Form IT-280

Who Qualifies: You qualify as a non-obligated spouse if (1) you have income (such as wages or interest) and prepaid taxes (such as withholding or estimated tax payments) to report on a joint return, or (2) you are going to file a joint...

Can I deduct contributions I made to my spouse's IRA?

Yes. However, you must be filing a joint return. If you are filing as Married Filing Separately, you cannot deduct contributions made to your spouse's IRA. For more information on IRAs: Can I take an IRA Deduction for the amount...

What do I do if either I or my spouse is claimed as a dependent on someone else's return?

Filing Jointly and someone else intends to claim either the Taxpayer or the Spouse on the return as a dependent, you must check the same box. In most cases, if you are Married Filing Jointly, you either claim both exemptions for the Taxpayer...

I am married. What AGI do I enter for me and what AGI do I enter for my spouse?

If you are married, the IRS requires you to enter a prior year AGI for both you and your spouse if you wish to file electronically. What numbers you enter really depend on how you filed your return last year. The AGI entered must match...

How do I claim the Credit for Child and Dependent Care Expenses if my spouse was a student or disabled?

spouse if they filed separate returns...

What do I do if one of my dependents, my spouse, or I do not have a Social Security number?

To file a return electronically, the IRS requires a Social Security Number (SSN) or an Individual Taxpayer Identification Number (ITIN) for each person(s) listed on your return. If you, your dependent(s) or spouse does not have...

What filing status should I choose?

not have to live with you. Qualifying Widow(er) with a Dependent Child - You may be eligible to use qualifying widow(er) with dependent child as your filing status for 2 years following the year your spouse died. For example, if your...