Key decisions to address
These come up in nearly every divorce:
- Filing status for the year of divorce (single or HoH?)
- Dependency allocation for children
- Child Tax Credit assignment (Form 8332)
- QDRO-based retirement account division
- Division of tax refunds, carryovers, and basis
- Primary residence sale coordination
Alimony changed in 2019
Divorce or separation agreements executed after 12/31/2018: alimony is NOT deductible by the payer and NOT taxable to the recipient. Pre-2019 agreements kept the old rules unless modified.
Have a specific situation?
Call the office and a human answers.
Common questions
- Who claims the kids?
- Custodial parent by default. Non-custodial parent can claim if custodial parent signs Form 8332.
Related
Personal Income Tax Preparation
Federal and state 1040 preparation with year-round planning. Serving individuals in Florida and all 50 states.
Tax Planning
Year-round tax planning for individuals and business owners. We model decisions before they become tax liabilities.
Tax Changes When You Get Married
Joint vs separate, W-4 updates, combined income bracket effects, and name change filing after marriage.