Q: First, you mentioned the mock federal filing should be done as "married, filing jointly", but is there a reason we couldn't do two separate mock versions, each as "married, filing separately"? Or a reason why that would be a disadvantage?
A: According to Oregon Department of Revenue : Registered domestic partners : Individuals : State of Oregon, you can choose either. Under "Filing Your Oregon Tax Return", it says:
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Use the single or head-of-household filing status on your actual federal return and send it to the IRS.
Use the married filing jointly or married filing separately status on your second "as-if" federal return and attach this to your Oregon return only. Don't submit this form to the IRS.
The filing status on your Oregon return must match the filing status on your "as-if" federal return.
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In regards to advantages/disadvantages of filing jointly or separately, I just Google and reddit searched that.
Q: Second, we own a home together and receive one mortgage interest statement. Before we entered in to an RDP, we each claimed half with a note explaining that we were equally liable for the mortgage. If we do have to or choose to file jointly, will it be an issue if we the interest separately for federal filing purposes, but together for state filing purposes?
A: Unfortunately, I do not know. I have no experience with that type of mortgage situation. Can a TurboTax expert chime in and answer this?
