Requesting a tax extension in USA when not sure of filing status
April 1, 2014 7:07 PM Subscribe
How do I request an extension to file my income taxes when I'm not sure if I will be filing as "married filing jointly" or "married filing separately" and if separately, what deductions/exemptions, if any, I may be entitled to.
posted by anonymous to Work & Money (4 answers total) 2 users marked this as a favorite
You are not my accountant, tax advisor or attorney. I'm in the middle of a divorce (we have had separate households/finances for the entirely of 2013). Everything is contentious including whether or not we should be filing our taxes as married filing jointly or married filing separately. There is no chance this will be resolved by April 15th so I need an extension. I think it's safe to say that we will be married filing separately but we haven't agreed who gets which exemptions, whether certain monies he paid me are child support, spousal support or contributions to the mortgage of the house we held jointly until September 2013, or who will claim our son as a dependent. What is the best way to estimate my tax liability (yes, there will probably be one no matter which way I file) in order to request an extension when I'm not sure of my filing status or my deductions/exemptions? More importantly, because I don't really understand the tax code, are there some exemptions/deductions set by law? E.g., I have not kept track of who's house my son has been at for the majority of nights in 2013 -- does that mean his Dad, as the higher income earner, will automatically be able to claim him as a dependent? What happens if we both claim him as a dependent? Should I play it safe and not claim him as a dependent and not claim any deductions and then revise my taxes once this is all worked out? Aargh!!