Tax

Have a Tax Question? Ask a Tax Expert

Ask an Expert,
Get an Answer ASAP!

Tax

I live in Mississippi. My husband and I have been permanently

Customer Question
I live in Mississippi....
I live in Mississippi. My husband and I have been permanently separated for one year. Last year,(2008) my husband paid $20,000 for monthly alimony. He is also listing all of the expenses he had to pay for me including mortgage, insurances on house and car, tax on house, tag on house, medical insurance, dental insurance, medical and dental bills, home repairs, car repairs, etc. These expenses totaled $20,000 also. So for the year 2008, he is claiming alimony that he paid to total $40,000. Will I have to pay federal and state taxes on the alimony and alimony expenses for $40,000??   Thank you for taking my question.
Submitted: 8 years ago.Category: Tax
Show More
Show Less
Ask Your Own Tax Question
Answered in 6 hours by:
3/1/2009
Tax Professional: Lou, Tax Preparer replied 8 years ago
Lou
Lou, Tax Preparer
Category: Tax
Satisfied Customers: 404
Experience: 25+ yrs Experience Personal Income Taxes - Former DM for H&R Block in California
Verified

Hello and thank you for contacting JustAnswer. We appreciate the opportunity to be of service to you.

 

I am not an attorney but alimony is a function of a divorce or separation agreement. That agreement should spell out what payments made to a former spouse are to be considered alimony.

 

Here is a link to IRS Publication 504 that deals with Divorced or Separated Individuals

 

http://www.irs.gov/pub/irs-pdf/p504.pdf

 

Beginning on page 11 you will see what is considered to be alimony and what is not.

 

Just because your former spouse claimed payments to you as alimony does not make it so.

 

Review your separation decree to see if the items he has characterized as "alimony" fall under the items in the decree.

 

You only need to claim payments made to you defined as alimony in your separation agreement not what someone else deems is alimony.

 

You may have to see your attorney for clarification.

 

If I can be of further assistance with this issue, please contact me.

 

Positive feedback is greatly appreciated.

Good Luck.

 

 

 

 

 

Lou
Lou, Tax Preparer
Category: Tax
Satisfied Customers: 404
Experience: 25+ yrs Experience Personal Income Taxes - Former DM for H&R Block in California
Verified
Lou and 87 other Tax Specialists are ready to help you
Ask your own question now
Ask Lou Your Own Question
Lou
Lou
Lou, Tax Preparer
Category: Tax
Satisfied Customers: 404
404 Satisfied Customers
Experience: 25+ yrs Experience Personal Income Taxes - Former DM for H&R Block in California

Lou is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Wallstreet Esq.

Wallstreet Esq.

Tax Attorney

586 satisfied customers

10 years experience

Mark D

Mark D

Enrolled Agent

1,300 satisfied customers

MBA, EA, Specializing in Business and Individual Tax Returns and Issues

Richard

Richard

Tax Attorney

4,310 satisfied customers

29 years of experience as a tax, real estate, and business attorney.

Robin D.

Robin D.

Senior Tax Advisor 4

13,695 satisfied customers

15years with H & R Block. Divisional leader, Instructor

Megan C

Megan C

Certified Public Accountant (CPA)

8,651 satisfied customers

Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level

jgordosea

jgordosea

Enrolled Agent

2,885 satisfied customers

I've prepared all types of taxes since 1987.

R. Klein, EA

R. Klein, EA

Enrolled Agent

1,839 satisfied customers

Over 20 Years experience

< Previous | Next >

Related Tax Questions
On october 30th I mailed form dt individual to the IRS in
on october 30th I mailed form dt individual to the IRS in Connecticut Certified mail showed it had been delivered on Nov 2 I have heard nothing … read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
I received a letter from the IRS stating that I owed taxes
I received a letter from the IRS stating that I owed taxes on money that I did not claim for 2015. However, I did claim it. They are counting it twice. I submitted all evidence that I have to the IRS,… read more
Barbara
Barbara
Enrolled Agent, Paralegal
3,458 satisfied customers
In the new GOP tax plan, Alimony payment will no longer be a
In the new GOP tax plan, Alimony payment will no longer be a tax deduction for the paying spouse. Does the receiving spouse still need to pay tax on it? If that is the case, it would be double taxatio… read more
abci168
abci168
Principal
27 satisfied customers
What are tax implications when docating small IRS to state
What are tax implications when docating small IRS to state university … read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
I need to know how to re-file a 2013 federal & state tax. I
I need to know how to re-file a 2013 federal & state tax. I thought it was filed, but I think there was an issue with the state tax.… read more
Barbara
Barbara
Enrolled Agent, Paralegal
3,458 satisfied customers
I need to get a copy of my 2015 state and federal tax. I
i need to get a copy of my 2015 state and federal tax … read more
abci168
abci168
Principal
27 satisfied customers
How can I get an extension to file federal and state taxes
How can I get an extension to file federal and state taxes for 2016 … read more
Barbara
Barbara
Enrolled Agent, Paralegal
3,458 satisfied customers
What are the federal and Oregon state taxes on profit of
What are the federal and Oregon state taxes on profit of sale of my home. My wife and I are age 81 and 77 respectively. I expect the profit will be about $400,000. … read more
abci168
abci168
Principal
27 satisfied customers
Triple tax free ny muni bonds are federal,state and city tax
triple tax free ny muni bonds are federal,state and city tax free. is this correct. if a ny resident moves to ct, do they only pay state tax on the ny muni or all three.… read more
Chad CFP ®
Chad CFP ®
Certified Financial Planner(R), Pro
Master\u0027s Degree
723 satisfied customers
What would the federal and state tax rate percentages be for
What would the federal and state tax rate percentages be for a $7700 IRA early withdrawal in Ohio?… read more
Barbara
Barbara
Enrolled Agent, Paralegal
3,458 satisfied customers
My divorce decree in 2004 stated the division of community
My divorce decree in 2004 stated the division of community property 50/50 in California Half of my tax shelter was awarded to spouse I retired 2012 age 62. I started a consulting business Didn't make … read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
Divorce taxation (asset splits and alimony) question: can
Divorce taxation (asset splits and alimony) question: can alimony/maintenance be equalized with assets in the following structure, from an IRS perspective? Alice and Bob have $200k in assets as a marr… read more
PDtax
PDtax
Owner
Master\u0027s Degree
1 satisfied customers
I have a federal tax lien,filed with,levy,just got divorced,
I have a federal tax lien,filed with,levy,just got divorced, do i have to pay alimony payments. … read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
If you get a lump sum alimony payout in a divorce is that
if you get a lump sum alimony payout in a divorce is that taxable to me … read more
Mark Taylor
Mark Taylor
Certified Public Accountant
Masters
2,217 satisfied customers
Applying for IRS Individual Taxpayer Identification Number,
Applying for IRS Individual Taxpayer Identification Number, the website states that I need to attach a valid federal income tax return, unless qualified as an exception, and include your original proo… read more
Phillips Esq.
Phillips Esq.
Attorney
Juris Doctor
17,966 satisfied customers
IRS Federal Tax and State taxes: I filed IRS Taxes late as
IRS Federal Tax and State taxes: I filed IRS Taxes late as well as State taxes for 2012, 2013 and 2014 late in 202016. I have not received any response. I am concerned as this was more than enough tim… read more
ABC Accounting Group
ABC Accounting Group
Bachelor\u0027s Degree
682 satisfied customers
This is a question about state taxation of alimony. My wife
This is a question about state taxation of alimony. My wife Alice and I currently live in CA (~10% state income tax). Our divorce is about to be finalized, and Alice will move to WA (0% state income t… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
Irs Taxes If an individual withdraws from a 401K for medical
Irs TaxesIf an individual withdraws from a 401K for medical emergency surgery, will they have to pay the 10% penalty tax? What about to pay for a new home?… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x