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November 16, 2019
Question

Do we have to file married filing Jointly to get the EIC?

  • November 16, 2019
  • 3 replies
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    3 replies

    DoninGA
    Employee
    November 16, 2019

    If you are legally married and have lived with your spouse at any time during the last six months of the year then you can only file a tax return as either Married Filing Jointly or Married Filing Separately.

    If you choose file as MFS you are not eligible to claim EIC.

    See this TurboTax support FAQ for filing jointly versus separately - https://ttlc.intuit.com/community/married/help/is-it-better-for-a-married-couple-to-file-jointly-or-separately/01/25590

    November 16, 2019

    Can I file head of household with 3 dependent's, and not The EIC ?

    November 16, 2019

    can't file as HOH if married except under special circumstances 

    one requirement is that you live apart from your spouse during the last 6 months of the year 

    November 16, 2019

    good question  TC memo 2016-200 said MFS was ok but the IRS will not acquiesce with this decision. it points to IRC sec 32(d).   i think the IRS is right

     

    there are other rules to qualify

    if your interested, here's the link to the code section

     

    https://www.law.cornell.edu/uscode/text/26/32

     

     

    Hal_Al
    Employee
    November 17, 2019

    Q.  Do we have to file married filing Jointly to get the EIC?

    A.  Simple answer: yes, if you are married.  See the other replies for details. See the answer to your second question for an exception.

     

    Q. Can I file head of household (HoH) with 3 dependent's, and not The EIC ?

    A . A legally married person can only file as HoH if they lived apart from their spouse for the entire lat half of the year (July 2- Dec 31). If you qualify for HoH, you also qualify for EIC.