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. We handle W-2, 1099, K-1, rental, and crypto income for individuals in Florida and all 50 states.
Tax Planning
Year-round tax planning for individuals and business owners. We project the year's income quarterly and model decisions before they become tax liabilities.
Tax Changes When You Get Married
Marriage changes filing status, withholding, and brackets. When Married Filing Jointly beats Separately, new W-4s for both spouses, and the marriage penalty.