Legal Question in Tax Law in Massachusetts
If your married and one spouse is on disability, would it be more beneficial to file taxes separately?
Asked on 6/29/14, 3:39 pm
1 Answer from Attorneys
Probably not, but it will depend on the amount of the disability payment and where the payment comes from.
Filing as a separate head of household does not generally reduce one's tax liability combined. In other words, filing separately will not avoid the so-called marriage tax penalty.
However, in rare instances involving social security benefits it might. For that I would contact a CPA and let him do the calculations for you.
Answered on 6/29/14, 4:14 pm