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kgierer
June 1, 2019
Question

My husband only received SSA disability in 2018 and it would be taxed if we file joint. How would itemized deductions work if we filed separately?

  • June 1, 2019
  • 3 replies
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    3 replies

    DoninGA
    DoninGA
    Employee
    June 1, 2019
    You both would have to itemize if filing separately.  His Social Security benefits become up to 85% taxable if you file separately.
    VolvoGirl
    VolvoGirl
    Employee
    June 1, 2019
    It would be taxed more if you file separately.
    DoninGA
    DoninGA
    Employee
    June 1, 2019

    You should be filing as Married Filing Jointly since in most cases you receive the greatest tax benefit.  Even with the SS benefits reported on the joint tax return.

    See this TurboTax support FAQ for filing jointly versus separately - https://ttlc.intuit.com/questions/1894449-is-it-better-for-a-married-couple-to-file-jointly-or-separately

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