If your married and one spouse is on disability, would it be more beneficial to file taxes separately?

Question

If your married and one spouse is on disability, would it be more beneficial to file taxes separately?

Answer

Probably not, but it will depend on the amount of the disability payment and where the payment comes from.

Filing as a separate head of household does not generally reduce one's tax liability combined. In other words, filing separately will not avoid the so-called marriage tax penalty.

However, in rare instances involving social security benefits it might. For that I would contact a CPA and let him do the calculations for you.