Anonymous
Anonymous asked in Business & FinanceTaxesUnited States · 1 month ago

Filing taxes as a married couple first time?

I had two jobs that i quit before we got married. I am still at one of them.

Do we still file our taxes together or seperate?

7 Answers

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  • 1 month ago

    If you were legally married on December 31st 2019 then the IRS recognizes you as married for the whole year.

    So for your tax return you have 2 options:

    Option #1 (usually the best option for most married couples):

    -File a joint tax return,

    -Use "Married Filling Jointly" status.

    - list both of your names and SS#'s as taxpayers (your spouse is NOT a dependent)

    -Report ALL of your income, from all jobs that either one of you worked in 2019 including jobs worked before your wedding.

    - also include any other income either one of you might have, including things like bank interest on individual or joint accounts - regardless

    - Claim any dependents, credits deductions etc that either one of you qualify for - again it does not matter if the event occurred before or after your wedding.

    - Submit that ONE tax return with all of your income and other relevant info combined, and either receive one refund or pay one bill for taxes owed.

    Option #2 (Rarely favorable, but perfectly legal)

    - Submit two separate tax returns

    - Use "Married Filling Separately" as your status on both returns.

    - Each of you report only the income you earned in your name, and claim only credits/deductions etc that you qualified for on your own.

    - Each of you will receive a refund or pay taxes owed based solely on your own situation.

    - If one of you did not earn enough to be required to file, then they do not have to file but might want to file anyway if they would receive a refund by doing so.

    Note, that under NO circumstance can you file using the status "single" when you were married at the end of the tax year. Likewise you usually would not qualify for head of household status (there is a strict exception to allow HoH status for married couples who are separated for at least 6 months and supporting a dependent child, but its highly unlikely this would apply to a newly married couple).

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  • 1 month ago

    Your choice. It generally works out better filing jointly, but you should complete returns both ways to see which is better.

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  • 1 month ago

    Together works best 99% of the time.

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  • 1 month ago

    Whichever you prefer

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  • Shay
    Lv 7
    1 month ago

    It doesn't matter how many jobs you  had.

    You still have the choice of either filing as "married, filing joint" or "married, filing separately".

    If  you file joint, you include ALL income from BOTH of  you - no matter how many jobs that might be.

    If you file separately, you file your income on your return and your spouse files all their income on their return.

    In most cases, it is better to file joint.  In some cases, it doesn't matter.  In a few cases, filing separately turns out better.

    You can use a tax website and fill in the information both ways to see if it matters in your situation.  

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  • NA
    Lv 7
    1 month ago

    Your choice.  You can file MFJ or MFS.  If you file, say, MFS, this year, you can file MFJ next year or vice versa.

    If you file jointly, the tax return will include all of your income for the entire year.

    If you file MFS, the amounts may depend on which state you live in.

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  • hamel5
    Lv 7
    1 month ago

    You file for 2019 as married, filing jointly. The details of when in 2019 you earned doesn't really matter

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