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March 5, 2022
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I filed jointly for 2020. My spouse was self-employed at that time. Spouse did not end up working in 2021, so I paid in his estimated taxes to avoid a penalty. What now?

  • March 5, 2022
  • 1 reply
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I want to get that money back since he did not work. How do we go about that? I am filing separately for 2021. Can I claim that I paid in estimated taxes? Or does he need to file to get that back, even though he had no income to file?
Best answer by DoninGA

When you paid the estimated taxes did you use your name and Social Security number or his name and Social Security number?

Why are you filing separately as that is the worst way to file your taxes when married?

You can file as Married Filing Jointly even if one spouse has little or no income.

1 reply

DoninGA
DoninGAAnswer
March 5, 2022

When you paid the estimated taxes did you use your name and Social Security number or his name and Social Security number?

Why are you filing separately as that is the worst way to file your taxes when married?

You can file as Married Filing Jointly even if one spouse has little or no income.

camiam83Author
March 5, 2022

I mailed each payment in with the IL-1040-ES which had both our names and socials on it. 
I am filing separately I do not want to be held liable for anything down the road because we filed jointly. Like what happened in 2021. Because we filed jointly in 2020, I was gonna be held liable for him not paying in his estimated taxes for 2021. So I had to pay them. I don’t want to have to pay estimated taxes again for him. Just want to get back what I did pay in. 

DoninGA
March 5, 2022

@camiam83 wrote:

I mailed each payment in with the IL-1040-ES which had both our names and socials on it. 
I am filing separately I do not want to be held liable for anything down the road because we filed jointly. Like what happened in 2021. Because we filed jointly in 2020, I was gonna be held liable for him not paying in his estimated taxes for 2021. So I had to pay them. I don’t want to have to pay estimated taxes again for him. Just want to get back what I did pay in. 


Then you can enter the estimated taxes paid on your tax return.

 

To enter, edit or delete estimated taxes paid (Federal, State, Local) -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Deductions and Credits
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Estimates and Other Taxes Paid
  • On Estimates, click on the start or update button

 

Or enter estimates paid in the Search box located in the upper right of the online program screen. Click on Jump to estimates paid

 

Or click on Tax Tools on the left side of the online program screen.
Click on Tools
Click on Topic Search
Type in estimated tax payments, click on GO

 

Federal estimated taxes paid are entered on Form 1040 Line 26