Should i file my wifes w2 into my return

[aguilar_21]

I'm currently in the military and my recently got married in October last year. Since shes a resident from California I was told if i put her W2 into my tax return i would be getting less. What are the down falls if i dont use her w2 for this years tax returns?

[DanielV01 · Accepted solution]

You have two situations:  Federal and State.  I will try to answer both.

Federal Return.  You will usually get a better result filing a joint return.  This FAQ provides information as to why:  https://ttlc.intuit.com/replies/3288477.  It is possible, however, that if you have no children, have similar income, and do not anticipate any credits (school credits in particular), separate returns will likely produce a similar result and will be easier to file for the state returns.

State Returns.  You don't mention your state of record but, if you file a state return on your military income, you must exclude your wife's income.  She is not yet a resident of your state of record.  Of course, if your military income is not taxed in your state, you will not have a state return to file.  For California, however, your wife will file as a California resident, married filing separately.  Here is the California website that explains:  https://www.ftb.ca.gov/individuals/Filing-status-information.shtml