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Mitzy20
April 13, 2025
Solved

Formula for allocating taxes due between spouses MFJ

  • April 13, 2025
  • 1 reply
  • 0 views

Can anyone suggest a formula for fairly allocating federal taxes between spouses when one has more ordinary income than the other?

    Best answer by LindaS5247

    You can determine the percentage of income for each spouse by calculating each spouse's income over the total income to come up with a percentage of income to apply to each return.  Spouse A income/Total income Both Spouses =  XX% 

    1 reply

    X
    xmasbaby0
    Employee
    April 13, 2025

    If you are filing a joint return all of your income is combined and the refund  or tax due is in both names.  Do you not have a marriage where you simply share with each other?   Do you have to use a formula to work that out?  After fifty-six years in a marriage---I suggest that as a formula.

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
    M
    Mitzy20Author
    April 13, 2025

    Appreciate the reply but it's a legitimate question.... everyone's situation is different and others may have the same question.

    LindaS5247
    LindaS5247Answer
    April 13, 2025

    You can determine the percentage of income for each spouse by calculating each spouse's income over the total income to come up with a percentage of income to apply to each return.  Spouse A income/Total income Both Spouses =  XX% 

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