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Old 03-11-2015, 10:14 AM
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Spouse Owes Tax On Joint Return

My husband and I filed taxes jointly together for 2013. At the end of 2014, I received a notice saying that he didn't add his unemployment to the 2013 return and so we owe back money for that. For our 2013 tax return, I made the bulk of the money and he had some income as well that was reported but since I made the bulk, my name is first on the return. When the notice came, it had my social security number at the top but the breakdown of the why we owe tax showed his social security number and amount that he did not put on the 2013 return.

My question is: For 2014 tax return, since we are filing separately, will the IRS take that amount out of his 2014 refund or mine since it was really his income that was not reported but my social security number was at the top of the notice?



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Old 03-12-2015, 12:56 AM
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Originally Posted by jo75241 View Post
My husband and I filed taxes jointly together for 2013. At the end of 2014, I received a notice saying that he didn't add his unemployment to the 2013 return and so we owe back money for that. For our 2013 tax return, I made the bulk of the money and he had some income as well that was reported but since I made the bulk, my name is first on the return. When the notice came, it had my social security number at the top but the breakdown of the why we owe tax showed his social security number and amount that he did not put on the 2013 return.

My question is: For 2014 tax return, since we are filing separately, will the IRS take that amount out of his 2014 refund or mine since it was really his income that was not reported but my social security number was at the top of the notice?
no worry;do not be stuck with your spouses tax debt. You will need his information to file married separate tax returns and he will need your information to file his taxes as well.you may begin by completing a MFS federal tax return for both persons as you'll need the amounts for different income categories, tax amounts, and all tax payments for each person. Remember, if one of you itemizes deductions on Sch A both of you must itemize, or both must use the standard deduction.A MFS return only shows your income, adjustments, and deductions. Your spouse's financial information is not reported on your return and vice versa.



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Old 03-12-2015, 03:56 PM
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filed head of household

Thank you.

We did not file married filing separately due to us not living together. We filed head of household on each of our returns because we are in different households. Therefore, I did not need his information on my return and vice versa.



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Old 03-12-2015, 10:45 PM
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Originally Posted by jo75241 View Post
Thank you.

We did not file married filing separately due to us not living together. We filed head of household on each of our returns because we are in different households. Therefore, I did not need his information on my return and vice versa.
as you file HOH your husband's back tax cannot be offset against your refund. Consequently, there is no reason to file an injured spouse or innocent spouse form.



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