Last year my fiance(now wife) filed separately. She claimed the house interest on Schedule A, and I took a standard deduction.
I received 162 back from the state, and my wife 70.
This year, we are filing jointly. We think my wife has to report hers because she itemized last year, but do I because I did not? Or because we are filing together do we have to report both.
Thanks again, you guys are great.
Posts: 468 | Registered: Mar 2008
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Correct, you report the 70, not the 162. The reason is that she received a tax benefit by itemizing and claiming state taxes paid as an itemized deduction.
Posts: 137 | Registered: May 2005
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As long as you were legally married by December 31, 2008, you can file jointly and only report the 70 and it will not be a problem.
Posts: 137 | Registered: May 2005
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