Retirement Savngs Credit

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  • Outlookgal
    Junior Member
    • Mar 2010
    • 14

    #1

    Retirement Savngs Credit

    Taxpayer in the passed has filed M-J. Husband retired late in 2010. For 2011 with husband having retirement income only and wife W2 it will be better to file separately for Ohio state. Wife has 401K putting 2069 in it. When I look at distributions taken from 2008- through 2011. I only look at hers. I dont have to consider his because of the current year filing status M-S in 2010. Am I right in my thinking?
  • Burke
    Senior Member
    • Jan 2008
    • 7068

    #2
    Looks like it. Credit is available to taxpayers who file MFS.

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