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Married both over 65, one still workingother SS benefits under $12,000. Can file married separately? the one income under $12000 does not file correct?

Forum|Forum|7 years ago
June 6, 2019
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Best answer by macuser_22

"...the one income under $12000 does not file correct?..."

No, Not correct.

MFS must file a tax return if gross income was more than $5.00.

https://www.irs.gov/pub/irs-pdf/p17.pdf page 6

If you file separately and you lived with your spouse anytime during 2018 then up to 85% of Social Security can be taxable.
https://www.irs.gov/pub/irs-pdf/p17.pdf page 21.

macuser_22Answer

Employee

"...the one income under $12000 does not file correct?..."

No, Not correct.

MFS must file a tax return if gross income was more than $5.00.

https://www.irs.gov/pub/irs-pdf/p17.pdf page 6

If you file separately and you lived with your spouse anytime during 2018 then up to 85% of Social Security can be taxable.
https://www.irs.gov/pub/irs-pdf/p17.pdf page 21.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

S

SweetieJean

Employee

The IRS has rules in place that cover this. If your file MFS, you must declare your Soc Sec on the MFS return. There are also special rules if you are in a Community Property State.