It depends. If your income would be $0 after you spilt all of your income and non-refundable credits, then you enter $0. However, it is best to do the calculation to ensure it is correct. Generally, if you lived in a community state and are filing married filing separately, you would use Form 8958 to allocate amounts between spouses. To access this form in TurboTax, please follow the steps below: Open your return. Search 8958 with the magnifying glass tool at the top of the page. Click the Jump to 8958 link at the top of the search results. Follow the on-screen instruction and TurboTax will guide you through the calculation. For more information, please see What is Form 8958. For detailed instructions on Form 8958, please see the IRS instructions for Form 8958.

Question

How do you calculate federal income after non-refundable credits between spouses? Where is this number found to use for a calculation? Can it be $0?

Forum|Forum|5 years ago
February 16, 2021
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LenaH

It depends. If your income would be $0 after you spilt all of your income and non-refundable credits, then you enter $0. However, it is best to do the calculation to ensure it is correct.

Generally, if you lived in a community state and are filing married filing separately, you would use Form 8958 to allocate amounts between spouses.

To access this form in TurboTax, please follow the steps below:

Open your return.
Search 8958 with the magnifying glass tool at the top of the page.
Click the Jump to 8958 link at the top of the search results.
Follow the on-screen instruction and TurboTax will guide you through the calculation.

For more information, please see What is Form 8958.

For detailed instructions on Form 8958, please see the IRS instructions for Form 8958.

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A

AHelpAuthor

How do I calculate this? There was a number that was prefilled under my name. Do I use that number and just prorate with my spouse? Where did that number come from?

DaveF1006

It depends. if you live in a community property state such as Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington and Wisconsin, you will need to prorate 50/50.If you live in any other states, you can prorate any amount you wish as long as you are in agreement with your spouse because if you claim all the credit for yourself, then when they file their return, they can't claim any. if they do, it will trigger an audit.

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