2011 Filing status - for the separated..

[ltdan]

Hi All,

I think this was asked on a previous thread, but my situation is slightly different. Was separated for 2011. Ex did not live with me at all last year - I paid all of the housing expenses.

I know for 2011 I will have to file as married, but is it more advantageous to file as married jointly or married separate?

The ex is asking to file married jointly - i'm assuming so she can get some of the refund.

She's a full time student; I'm a full time cubicle dweller. What makes sense in this situation?

[Rocky Mtn Saver]

There are advantages and disadvantages to both, depending on your situation. Here's a few of the things to consider:

www.bankrate.com/finance/money-guides/sometimes-it-pays-to-file-separately.aspx

[mwcpa]

generally, married filing a joint return will result in a lower overall tax and if she has no income it most definitely will result in an overall lower tax... and if she had no income she would not be entitled to a refund anyway, so you are probably correct she may want some of your refund...you should review this with your divorce attorney and local qualified tax professional

[rangerj]

Filing a joint return would make you jointly and sever-ably liable for any tax. Is she into anything you do not know about? Generally in a divorce situation a joint return is not advisable. As stated above discuss this with your attorney.