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The social security would be concidered as gross income and your spouse would need to file a tax return if half of the Social Security was over the $3700. It is possible that some of his SS would be taxable to him as well because Married Filing Sep has a base amount of $0.
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So if I file married filing separately, my husband would not need to file at all if half of his Social Security is under $3,700. Correct?
The $3700 is the requirement to need to file a return if Married Filing Sep. The gross income would be all his SS because of the married filing sep. The portion of his SS that would be taxable could be up to 85% because you two lived together and file separate.
Anytime you file a separate return the normal deductions and limitations are changed.
Unless you are required to file separately, you should figure your tax both ways (on a joint return and on separate returns). This way you can make sure you are using the filing status that results in the lowest combined tax.
Your preparer is correct, you would not be allowed to claim your spouse as a dependent.
But if I f
But just to make sure:I file will married filing separately and not claim my spouse. My spouse also needs to file
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As a 100% disabled veteran, he does not need to claim his Veteran's benefits but he does need to claim Social Security? Correct?
That is correct. None of his VA is applied for any reason
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If you are not filing MFS and the SS is the only income you have then you are not required to file. If you are filing MFS and you have more than $3700 then you are required to file a return.
The requirements are all tied to Filing Status (some include age) and amount received.