What is the name of your state? NY
Last year, my ex-husband and I were separated, and we filed MFJ on our 2005 taxes as part of our separation agreement. We ended up getting a state refund of $583, and we itemized.
Our divorce was final in May 2006, and we are both filing Single for our 2006 taxes. However, my-ex bought me out of the house, and I currently rent. He itemized this year, I am not. We received a joint 1099 from the state for the 2005 refund.
My ex has already filed his taxes back in January, and did NOT claim ANY of the $583 state refund (he "claims" he filed before he received the 1099).
As I am not itemizing this year, the 2005 state refund will be added to my federal taxable income, significantly (for me) reducing my 2006 federal refund.
Am I required to report the full $583, even though it is a joint 1099? Or can I just report $291.50 (my half), and let him deal with the implications of filing without including his half of the 2005 refund?
I am all set to file, except for this issue. Please advise asap.
Thanks!
-Christina
Last year, my ex-husband and I were separated, and we filed MFJ on our 2005 taxes as part of our separation agreement. We ended up getting a state refund of $583, and we itemized.
Our divorce was final in May 2006, and we are both filing Single for our 2006 taxes. However, my-ex bought me out of the house, and I currently rent. He itemized this year, I am not. We received a joint 1099 from the state for the 2005 refund.
My ex has already filed his taxes back in January, and did NOT claim ANY of the $583 state refund (he "claims" he filed before he received the 1099).
As I am not itemizing this year, the 2005 state refund will be added to my federal taxable income, significantly (for me) reducing my 2006 federal refund.
Am I required to report the full $583, even though it is a joint 1099? Or can I just report $291.50 (my half), and let him deal with the implications of filing without including his half of the 2005 refund?
I am all set to file, except for this issue. Please advise asap.
Thanks!
-Christina
Last edited: