Form 8958-2025

See details

4 out of 5

45 votes

Form 8958 is used by married individuals filing separately in community property states, as well as registered domestic partners (RDPs) and California same-sex spouses, to allocate tax amounts between them. The form outlines how to report community and separate income, deductions, and credits according to state laws. It emphasizes the need for accurate identification of income sources and provides guidance on the treatment of various types of income and expenses under community property laws.

Here's how it works

01. Edit your form 8958 online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send form 8958 instructions via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out form 8958 with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open it in the editor.
Begin by entering your first name, last name, and social security number in the designated fields at the top of the form.
Next, input your spouse's or partner's first name, last name, and social security number. This information is crucial for accurate tax allocation.
Proceed to section 1 where you will report total income. Ensure you differentiate between community and separate income as per your state laws.
In sections 2 and 3, allocate income amounts to your spouse or registered domestic partner (RDP) by entering their SSN and corresponding amounts.
Continue filling out the remaining sections for various types of income such as wages, interest, dividends, and self-employment income. Be thorough to ensure compliance with IRS guidelines.
Once completed, review all entries for accuracy before saving or exporting your filled form directly from our platform.

Start using our platform today for free to simplify your form completion process!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do you split income for married filing separately?

If you and your spouse file separate returns, you should each report only your own income, deductions, and credits on your individual return. You can file a separate return even if only one of you had income.

What is the community property form for married filing separately in California?

About Form 8958, Allocation of Tax Amounts Between Certain Individuals in Community Property States.

Is form 8958 mandatory?

There are nine community property states where married couples need Form 8958 if they file separate returns. Domestic partnerships in community property states like California, Nevada, Washington, and Wisconsin typically need to use Form 8958 to allocate their income.

How do you file married filing separately in community property state?

Community or Separate Property and Income. If you file a federal tax return separately from your spouse, you must report half of all community income and all of your separate income. Likewise, an RDP must report half of all community income and all of his or her separate income on his or her federal tax return.

How to file separately in community property state?

When you live in a community property state and file separate returns, you each must report 50 percent of your spouses income and half of income generated by community assets, plus all of your separate income. The IRS has an allocation worksheet to simplify your calculations in Publication 555 Community Property.

what is form 8958

Form 8958 instructions what happens if i don't file form 8958 Who needs to file Form 8958 Form 8958 example Form 8958 explained Form 8958 TurboTax Form 8958 divorce Form 8958 Texas

Related forms

be ready to get more

Complete this form in 5 minutes or less

Get form

How to file taxes if married but living separately in different states?

Married and living in different states Married and living in different states Yes, you can file a married filing joint federal return. As far as the state returns, you will need to file several state returns as married filing separately and the filing requirement will depend upon the requirements of each state.

What happens if you are married but file separately?

If you file a separate return from your spouse, you are often automatically disqualified from several of the tax deductions and credits mentioned earlier. Separate filers usually get a smaller IRA contribution deduction. Couples who file separate returns cant take the student loan interest deduction.

How do I complete the married filing separate allocation form 8958?

Enter the total from each entity in column A and allocate the total from column A between each spouse or RDP in columns B and C. Enter the pension income from each payer on separate lines. Enter the total from each payer in column A and allocate the total from column A between each spouse or RDP in columns B and C.

Form 8958-2025

Here's how it works

How to use or fill out form 8958 with our platform

Complete this form in 5 minutes or less

Got questions?

How do you split income for married filing separately?

What is the community property form for married filing separately in California?

Is form 8958 mandatory?

How do you file married filing separately in community property state?

How to file separately in community property state?

Complete this form in 5 minutes or less

People also ask

How to file taxes if married but living separately in different states?

What happens if you are married but file separately?

How do I complete the married filing separate allocation form 8958?

8958

Try more PDF tools