Post # 1
My new hubbie and I just filed our taxes, and we were going to file seperately, his business had a rough year and we’re still maintaining seperate households. (i know not ideal, but I haven’t been able to find a job where we want to settle down yet)
I knew I was going to get a nice refund and I have very easy taxes- his are super complicated. to keep things easy we were just going to file seperately. At the last moment we decided well lets just see what happens when we file together. GOOD NIGHT! we got a super duper pleasant surprise.
Just wanted to share. We were so timid to file jointly (why, i don’t know). But I’m so glad we did.
Post # 3
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
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
Ugh I covet married filing jointly status 🙂
Post # 6
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
You will also see a nice refund if you’re paying mortgage interest, insurance and student loan interest.
Post # 8
- 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
- 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
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
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
I just got married in January 2009. That would obviously mean we can’t file jointly, correct?
Post # 13
nada122, you will be able to file jointly next year (for your 2009 taxes).
Post # 14
- Wedding: August 2021 - 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
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
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.