Form 8958

CherylMurray
CherylMurray Member Posts: 1 Newcomer
in Income

I got married in August 2025. I live in TX and spouse lives in MN. We did not live together or transfer earned income in 2025. Do I need to complete form 8958? If I do complete it, does my spouse need to? We are filing married filing separately.

Answers

  • MatthewD
    MatthewD FreeTaxUSA Admin, FreeTaxUSA Agent Posts: 901 image
    edited February 17

    Hi CherylMurray,

    There is another way you can file your taxes this year. This way you can e-file both returns and only use one account.

    1. File a Married Filing Joint(MFJ) federal return. This option will give you the best federal deductions.
    2. File a MFJ MN return, but file it as a nonresident. Then allocate what was earned in MN. The MN instruction book give this as an option when your spouse is not a resident of MN and income was not earned in MN by the nonresident spouse. See the instructions for Line 8 Residency on page 10 of the 2025 MN instructions.

    For details see: https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/IIT/TY2025/MI-1040-Book.pdf

    Otherwise, you need to complete a Form 8958 for and mail both your returns and include a copy of the Form 8958.

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