Married living separately filing jointly


H

hellothota

I work and live in OH and my spouse work and live in KY. I
have some questions

1) Since we live separately, we need to spend twice the
amount of money on rent and extra expenses on travel. Is
there any way that I can claim this money as deductions?

2) I decided to file federal MFJ. What status I should file
for state taxes? If I am filing MFJ, how should I calculate
AGI for either states.

Thank you in advance for your help
 
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J

John D. Goulden

I work and live in OH and my spouse work and live in KY. I
have some questions

1) Since we live separately, we need to spend twice the
amount of money on rent and extra expenses on travel. Is
there any way that I can claim this money as deductions?
Ordinary living expenses and non-business travel are
generally not deductible. However, if you own both
residences, you can probably deduct mortgage interest and
real-estate taxes on both.
2) I decided to file federal MFJ. What status I should file
for state taxes? If I am filing MFJ, how should I calculate
AGI for either states.
Most states require that the state filing status be the same
as federal. The following links may be helpful. If you have
to file MFJ, you'll probably be filing resident w/
non-resident spouse in both states. The forms are engineered
to separate state from non-state income, compute the
appropriate state income and determine the appropriate
income tax.

http://tax.ohio.gov/channels/other/ohio_taxes.stm
http://www.revenue.ky.gov/
 
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K

Katie

I work and live in OH and my spouse work and live in KY. I
have some questions

1) Since we live separately, we need to spend twice the
amount of money on rent and extra expenses on travel. Is
there any way that I can claim this money as deductions?

2) I decided to file federal MFJ. What status I should file
for state taxes? If I am filing MFJ, how should I calculate
AGI for either states.
I'm assuming that you were a full-year resident of OH and
your spouse was a full-year resident of KY.

In OH, if you file a joint federal return, you must file
jointly for Ohio. Since your spouse is a nonresident, you
can subtract from your total tax liability the part of that
liability that relates to your spouse's non-Ohio source
income. The credit is calculated on Schedule D of the Ohio
return.

In KY, you are not bound by your federal filing. Your
spouse can file MFS reporting only his or her own income and
deductions.

Check the form instructions in each state for further help.

Katie in San Diego
 
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