- quote -

All of my income was in IL . Hers was in MO.

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"Impalpable" <impalpable_2...[at]hotmail.com> wrote:
- quote -

It depends on the states involved. Often states require the
same filing status as federal, but there are exceptions.

Katie in San Diego

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"Impalpable" <impalpable_2002[at]hotmail.com> wrote:

- quote -

Note that the test is not whether you get a refund. It's
whether you get a refund of ALL your withheld income tax.
If either of you would get only a partial refund, her
parents cannot claim her if you file a joint return.

- quote -

What happens on your state returns doesn't affect the
Federal dependency exemption issue.

- quote -

That's going to depend on the states.

--
Phil Marti
Clarksburg, MD

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AK47 <ak47c...[at]hotcoolmaildogs.com> wrote:
- quote -

They aren't sure yet. They have a CPA doing their taxes,
and they have income from 4 states. It is taking them
awhile to get back to me. I'm not sure why our federal
refund gets larger when filing joint. It just happens when
I try turbotax online. She only made 2k last year. Joint
we made just under 40k, so I tried running it through the
various freefile services to see what happened. Perhaps it
is because she gets all of her taxable income back and
deserves more ? Either way she doesn't get the personal
deduction because she is being claimed. We are both using
our standard deductions as there is not much to itemize as
newlyweds fresh out of school.

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"bono9763[at]yahoo.com" <bono9763[at]yahoo.com> wrote in
- quote -

Are the parents certain that they will get a benefit from
claiming the daughter as a dependent?

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"bono9...[at]yahoo.com" <bono9...[at]yahoo.com> wrote:
- quote -

Both She and I will be receiving refunds on federal. When I
file my state separate I show a refund, but together we show
owing a $43 penalty. Is it possible to file federal joint
and then each file our own state ? Hers is in a different
state than mine.

Thank you for the help. Next year this won't be an issue,
but right now this is slightly confusing.

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"bono9...[at]yahoo.com" <bono9...[at]yahoo.com> wrote:

- quote -

Actually it's a bit stricter than than. A person filing a
joint return can be claimed as a dependent if and only if
the proposed dependent and the spouse would get all their
money back whether filing married-separate or jointly.

If filing a joint return results in a bigger refund (from
EIC or refundable child credit, as examples) then a joint
return destroys the dependency exemption for anyone else.

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impalpable_2...[at]hotmail.com wrote:

- quote -

You can file a joint return if you want to. If you do so,
her parents will not be able to claim her as a dependent
unless the only reason you are filing a joint return is
to get back all your withholding because you don't owe
any tax.

If you want to allow her parents to claim her, then you
must each file married filing separately.

Dennis

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I am a bit confused by the dependent tax rules for 2006-on.

My wife and I were married December 30, 2006. We would like
to file married-joint for the obvious benefits, but her
parents also want to claim here since they payed her tuition
and over 50% of her expenses for the year.

According to the rules I have seen, her parents can still
claim her as a dependent regardless of marital status.
Half of the people I talked to said we can file
married-joint, but that her 3,300 deduction can not be
claimed. The other half say we must file separate and take
the penalties.

Can anyone clarify which status may be used ? Thanks for
the help.

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