Hi,
Thank for your offering this FREE Tax advice! I use Turbo Tax each year.
I am married, no children. My husband resides in a nursing home. He is on SSDI. I have worked full time since 1987. Married since 1999.
2 questions:
- At my new job in 2022 and 2023, my W-4 stated MARRIED. For some reason I chose MARRIED. Yet for the past 37 years I usually choose SINGLE in order for more taxes to be deducted. NUTS ! Can’t believe I did this!
This simple mistake made me owe IRS $1622 for 2023. AND SINCE OVER $1000 the IRS wants me to pay Quarterly estimates. And, I did pay Q1 $403 on 4/15.
HOWEVER, I KNOW my mistake and have corrected my W-4 for 2024 to SINGLE.
Since I know what mistake was made and know it won’t happen for 2024, do I STILL have to pay Quarterly estimates?
- Since my husband resides in a nursing home and can not deduct taxes from his SSDI because the nursing home needs all the money, should I file taxes as Married Filing Separately? Since this is his only income, $1788 a month, would he not have to file or would it lessen my tax burden by filing separately?
I normally file Married Filing Jointly and owe some tax because of his SSDI.
Thank you,
Chris1204
