Here To Assist You With Tax Issues Related To Divorce

The financial intricacies of a divorce can be daunting, mainly when taxes come into play. At Zachary D. Smith, LLC, we understand how complicated and bureaucratic these matters can be. Our seasoned family and tax lawyers are here to answer your questions, address your concerns, and provide the educated advice and guidance you need to manage these matters.

Your Tax Filing Status During Divorce

Your marital status for federal taxes on Dec. 31 can determine how you will file for that tax year. You typically must file separately if you are legally separated or divorced by the end of the tax year. If your divorce is not finalized by year-end, you may still file jointly, potentially allowing you to benefit from lower tax rates. However, the decision to file jointly requires careful consideration of various factors, including potential liabilities and the division of tax refunds or payments.

Similar rules can apply to your Ohio state taxes. However, each couple’s situation is different, which can leave them facing unique obstacles. To learn more about how we can assist you with your current circumstances, call our office at 513-275-5367.

Taxes And Property Division

Certain assets, such as retirement accounts and investment portfolios, may incur tax liabilities during the property division process. As your lawyers, we can work with you to identify which assets may be subject to taxation and devise a strategy to advocate for fair tax treatment during this process. For instance, transferring retirement accounts requires a qualified domestic relations order (QDRO) to avoid surprise tax penalties. Our attorneys can meticulously complete and file these documents to protect your best interests.

Tax Implications Of Spousal And Child Support

Spousal support, known as alimony, and child support have distinct tax treatments. Following the Tax Cuts and Jobs Act of 2017, those paying spousal support can no longer deduct those payments from their taxes. Additionally, the spouse receiving payments can no longer list them as taxable income. Understanding these changes is vital as you negotiate support arrangements. Conversely, child support has no tax implications for either party. We can help clarify these distinctions and help you negotiate fair support agreements that align with your goals and values.

Who Gets To Claim The Kids As Dependents?

Traditionally, custodial parents can claim their children as dependents on their taxes as long as they pay for approximately half of the kids’ needs. However, there are a couple of exceptions to these rules. For example, if the custodial parent renounces their custodial status or both parents reach an established agreement, the other parent can claim the children as dependents.

Contact Our Cincinnati Law Office Today

Divorce is challenging, and understanding its tax implications requires informed decisions. At Zachary D. Smith, LLC, we are committed to offering personalized support tailored to your unique circumstances.

Contact us today to learn more about how we can assist you. Call us at 513-275-5367 or email us to schedule an initial consultation through our contact form.

We handle these matters for people throughout the Cincinnati metro area, including Hamilton County, Lebanon County and Warren County.