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My son is going through a divorce and on his 2018 return he is filing as Married/Separate. How does he handle the Federal Tax refund from his 2017 return?

Forum|Forum|7 years ago
June 1, 2019
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Best answer by Zbucklyo

He can split it anyway he and his spouse agree to.

V

Vanessa11_2

Employee

Handle is federal refund as in?

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J

jim-passmoreAuthor

Sorry I was not clear enough. If on the 2017 return they filed Married/Joint and received a STATE tax refund what should he do about that amount as 2018 Income (sorry I said Federal Tax refund)? Should they each take half of that 2017 State Tax Refund as 2018 income?

V

Vanessa11_2

Employee

Do they live in a community property state? Did they itemize their return for 2017?

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J

jim-passmoreAuthor

They do not live in a community property state. They did itemize in 2017.

Z

ZbucklyoAnswer

Employee

He can split it anyway he and his spouse agree to.