I'll probably post this on Starting Over, but I know yall are pretty money savvy, so I thought I would ask.
I had fully planned on filing separate from B because it would just be easier, even though I know I wouldn't get as much back. Well, I found out I cant claim my tuition if I file separate. It would make a HUGE difference in my return if I could claim it. I asked B (all of this was done in email) for his social last night and told him just in passing that I cant claim my tuition, he replied that if we filed together we would make more, but he didn't know if I wanted to go through the trouble of doing it. I asked how he would want to split it and he said 50/50.
He made waaaay more than I did last year, so I would really come up better in this situation. Plus, if we file together we can claim my tuition.
So, would you file together and hope it stays civil and come out on top, or would you file separate, cut your losses and not worry about any drama.
Re: WWYD re: filing taxes with STBXH
I'm assuming you're talking about doing it yourself, but what about having someone else do it? I think it might be easier if you do it at H&R Block or somewhere, so you can just both get your paperwork together separately, then show up together to turn it in, give the agent your 50/50 agreement and banking information, then one of you can leave. Would that make things easier?
I agree that it would be worth it to file jointly, but maybe that would minimize issues?
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I'm not sure if it's in your best interest to file joinly or not. I'd definitely run the numbers both ways and then decide.
But from what you said, he made more money than you and you're the one with the mtg interest deduction. Sounds like he may end up getting helped a lot more than you will just from those two things.