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Last year's state refund: from filing jointly to head of household

Last year, my wife and I filed our taxes jointly. This year, we're separated and I'm filing head of household status. I received a 1099- G for last year's state tax refund ($500) that was made out to both of our names. Who has to add the 1099-G amount to their income when filing separate returns this year? If amicable (and legal), I want my ex to do it since she makes substantially less and the added $500 income will not negatively affect her tax situation. So - can we do this? Do we split it in half, what?

Thanks, ./Chu

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Reply to
Chu
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its the sort of thing that the divorce attorneys need to agree on ___________________________________

-----> real address on hobokeni or hobokenx

Reply to
Benjamin Yazersky CPA

Not unless the divorce attorney is a tax accountant! My ex does not have an issue taking last year's "joint filing, state refund" on her income this year. The question is - is this allowable? Since we filed jointly last year, do we have to split this refund, both declare it, or decide which one of us will declare it? Thanks.

Reply to
Chu

You're kidding, right? This is not an uncommon question in divorce situations. Divorce lawyers at least need to be able to recognize when this can be an issue and call in additional help when necessary.

My guess is that if you have a written agreement on this issue, it will be sufficient. But I'm not an expert on this point and I have not taken the time to research the issue in detail. Stu

Reply to
Stuart A. Bronstein

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