(Closed) Joint tax filing, what a surprise

posted 10 years ago in Married Life
Post # 3
Member
9 posts
Newbee
  • Wedding: October 2006

You are lucky! Unfortunately, we are getting no money back and actually paying in! I think my husband’s W-4 is filled out wrong. I thought we should file separately because I make significantly more, but he has to pay in $750!! We essentially cancelled each other out.

Post # 4
Member
1061 posts
Bumble bee
  • Wedding: September 2008

I thought we were going to have to end up paying a ton, but it turns out that we’re getting a nice refund too. I have no idea why/how, but I’m not complaining!

Post # 5
Member
364 posts
Helper bee
  • Wedding: August 2009

Ugh I covet married filing jointly status 🙂

Post # 6
Member
51 posts
Worker bee
  • Wedding: May 2008

We did fairly well this year, our accountant figured our taxes jointly and separately to see which was best. We ended up filing jointly.

Neither of us changed the amount of taxes taken out of our paycheck so we had a lot more taken out than we needed to. I don’t know about you ladies, but I don’t mind a few less bucks in my paycheck each week if it means a nice return come tax season!

Post # 7
Member
179 posts
Blushing bee
  • Wedding: August 2007

You will also see a nice refund if you’re paying mortgage interest, insurance and student loan interest.

Post # 8
Bee
979 posts
Busy bee
  • Wedding: September 2008 - A tiny town just outside of Glacier National Park

We’re getting like $3k, but that’s not nearly as much as I’d hoped for after filing singly all of last year. 🙁

Post # 9
Member
45 posts
Newbee
  • Wedding: September 2008 - Ten Mile Station

I am so glad it worked for you, but we got hit with the marriage penalty BIG TIME! Grrrrrrrrrrr!

Post # 10
Member
604 posts
Busy bee
  • Wedding: June 2009

We decided to run the numbers just to see how the change to filing jointy would effect us next year…and Mrs. Cookie we will be right there with you in marriage tax land.  Unless something changes in the tax law between now and next year it is going to be REALLY, REALLY painful for us.  It’s almost like we’ll be getting fined for getting married!

Post # 11
Member
1813 posts
Buzzing bee

I was just reading an article on this on thenest.com.  For most couples, you are better off to file jointly, but of course there are always exceptions.

Post # 12
Member
100 posts
Blushing bee
  • Wedding: January 2009

I just got married in January 2009. That would obviously mean we can’t file jointly, correct?

Post # 13
Member
1276 posts
Bumble bee
  • Wedding: August 2009

nada122, you will be able to file jointly next year (for your 2009 taxes).

Post # 14
Member
1091 posts
Bumble bee
  • Wedding: August 2018 - Oakland Manor

I’m a tax novice, I thought it was better for people to file jointly if they’re married – why would it be worse to file jointly?

Post # 15
Member
349 posts
Helper bee
  • Wedding: August 2008

Dorsay – I think it depends on your income and what other things you have.

For us, we tried it both ways on Turbo Tax before we decided. In the end we’re better off filing seperately.

Post # 16
Member
303 posts
Helper bee
  • Wedding: March 2010

Quick question- is it legal to file separately if you’re married? I thought it was required if you got married in the past year.

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