(Closed) Filing taxes jointly

posted 8 years ago in Married Life
Post # 3
Member
2373 posts
Buzzing bee
  • Wedding: July 2008

My husband and I were married in August 2008 we filed together for the 2008 year no problem.

Post # 4
Member
51 posts
Worker bee
  • Wedding: June 2009

As long as you were married by December 31st, 2009 you can file as married (even if you got married on New Year’s Eve!).

Post # 5
Member
2856 posts
Sugar bee
  • Wedding: September 2009

I second the other ladies. As long as you were married by 12/31/2009, you can file jointly. The hubs and I were married in September and that is what we are doing.

Post # 7
Member
51 posts
Worker bee
  • Wedding: June 2009

I don’t really know, but you can go on turbotax.com for free and enter your info to see how it would change. I think they might also have an estimater you can play around with without actually creating a profile. It is also free to file there, although I think you might have to pay something extra if you have to do a state income tax return.

Post # 8
Member
2856 posts
Sugar bee
  • Wedding: September 2009

We have been using H&R Block online for years so we will be sticking with it this year but then again, or finances are not complicated yet (no mortgage or anything). There are quite a few out there. Check with the IRS.gov site for ones they suggest.

Post # 9
Member
2856 posts
Sugar bee
  • Wedding: September 2009

@AndreaO – you are right about the state taxes. They are rarely free.

Post # 10
Member
2022 posts
Buzzing bee

I suggest going to HR Block to get advice about what is better.  I used to file online but with the house, etc. I wanted someone to do it for us.  We filed jointly, HR Block prepared, and it cost us 200 bucks total.  They did state return too.

With some exceptions, I think the general rule is it is more beneficial to file jointly.  But without knowing your situation, it’s hard to say.

Post # 11
Member
7431 posts
Busy Beekeeper
  • Wedding: October 2009

WE got married in Oct 09 and filed jointly, as long as you were married within that tax year you are considered married for the whole year. Same principle for when you have kids – I was born at the end of December, and my parents were able to claim me for the whole year even though I wasn’t even 2 weeks when the year was over

Post # 12
Hostess
18643 posts
Honey Beekeeper
  • Wedding: June 2009

You need to be married on the last day of the tax year in order to file jointly.  So for the return you are filing now, you need to be married on December 31, 2009.  Most likely, you will not benefit from filing seperately.  Very few couples do.  If you want a rough estimate, I can help you (I am a tax accountant).

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