Discussion:Can I claim all deductions, while my partner files a 1040-EZ?
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| Revision as of 01:28, 17 February 2008 Belle (Talk | contribs) (Are you in a com) ← Previous diff |
Revision as of 01:34, 17 February 2008 TxSrv (Talk | contribs) (In an audit here) Next diff → |
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| {{ForumReplyPost|UserID=Belle|Date=February 17, 2008|Text=Are you in a community property state? It sounds as if you have commingled all your funds and as you state you make similar amounts, it would be difficult to say YOU pay for just those items that are deductible.}} | {{ForumReplyPost|UserID=Belle|Date=February 17, 2008|Text=Are you in a community property state? It sounds as if you have commingled all your funds and as you state you make similar amounts, it would be difficult to say YOU pay for just those items that are deductible.}} | ||
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| + | {{ForumReplyPost|UserID=TxSrv|Date=17 February 2008|Text=In an audit here, IRS would just split deductions 50/50 until you met your burden of proof to the contrary. Got any documents which will do that?}} | ||
Revision as of 01:34, 17 February 2008
Discussion Forum Index --> Tax Questions --> Can I claim all deductions, while my partner files a 1040-EZ?
| 16 February 2008 | |
| We have lived together for about 15 years, though we were never legally married. We bought a house in 1998, a car in 2002, we have a checking account (out of which all bills are paid), and we have a Money Market account. All of these interests are held in both of our names, as joint tenants. Every year, since 1998, when we purchased the house, I have filed a Federal 1040 (Single status) and itemized deductions, claiming 100% (mortgage, property tax, charitable, etc.), while filing a simple EZ (Single) for her, claiming the standard deduction. We each make around 30K a year, and this scenario seems to maximize our refunds. I've seen a lot of back-and-forth on this topic, but I'm just trying to cover my a**.
Again, I've done this since tax year 1998, so am I looking for trouble? Am I doing anything wrong? Any expert opinions would be welcome. | |
| 17 February 2008 | |
| You can claim a dedcution for interest and taxes that you actually pay. If your significant other is paying some of those expenses, you are asking for trouble. | |
| February 17, 2008 | |
| Are you in a community property state? It sounds as if you have commingled all your funds and as you state you make similar amounts, it would be difficult to say YOU pay for just those items that are deductible. | |
| 17 February 2008 | |
| In an audit here, IRS would just split deductions 50/50 until you met your burden of proof to the contrary. Got any documents which will do that? | |
