Welcome back! Ask questions, get answers, and join our large community of tax professionals.
  • Sign In
  • Elevate 2026 Pencil Banner
    cancel
    Showing results for 
    Search instead for 
    Did you mean: 

    Drawing a blank

    Opfor77
    Level 4

    If legally separated, would it be more beneficial to file married filing separate, or single, in terms of credits, etc?

    0 Cheers

    This discussion has been locked. No new contributions can be made. You may start a new discussion here

    8 Comments 8
    Jim-from-Ohio
    Level 12
    Level 12

    if.... under a divorce or separate maintenance decree and you don't qualify for another status, your filing status is single.  they may qualify for a different filing status though. 

     

    0 Cheers
    Just-Lisa-Now-
    Level 15
    Level 15

    Wouldn't legal separation make you Single for tax filing?


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    taxes96786
    Level 9

    No, it makes you mfs

     

    0 Cheers
    Just-Lisa-Now-
    Level 15
    Level 15
    TurboTax disagrees

    Legally separated filing options:
    If tax law considers you "unmarried" because you got a decree of separation maintenance prior to December 31, you can file with "single" or "head of household" status.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    0 Cheers
    TaxGuyBill
    Level 15

    You need to check if this is actually a "legal separation".  From what I understand, those are extremely rare.

    From what I understand, those are basically a divorce, but for some reason the taxpayer's don't want to use the term "divorce" (perhaps religious reasons).

    If it actually is a legal separation, then it is treated just like a divorce.  So the taxpayer's would be Single (or Head of Household, if they qualify).  But again, actual legal separation is quite rare.

    rcooley25
    Level 11

    If they are not legally devorced  it would be more beneficial for them to smoke the peace pipe and file one last joint return.

    0 Cheers
    dascpa
    Level 12

    Note - check with your state.  For example in Maryland we don't have a "legal separation".  See from mdcourts.gov: "There is no such thing as a “legal separation.” In Maryland if you and your spouse live apart with the intention of ending your marriage, and if you do not have sexual intercourse during that time, that constitutes separation".

    Remember, just like custody rules in divorce or orphan's court - the IRS has their own (and usually different) rules.

    0 Cheers
    Just-Lisa-Now-
    Level 15
    Level 15
    I see them when they want to be able to stay on the others health insurance through their employer.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    0 Cheers