MarilynG1, thank-you for your reply. I have a couple of follow-up questions in regards to filing separately.
1. Since we got married in September does this mean that I would have to claim 100% of all W2 income & withholdings prior to that date and then only half from the marriage date until the end of the year plus the half from my wife's income and withholdings from that date as well? or does it matter and can we just assume that we were married the whole year?
2. I am using the turbotax online software to do this. Does this mean that I would have to create another W2 entry for my wife's job(s) and only enter in half of her income and withholdings and change my own W2 to only include half of the income and withholdings actually shown in the W2 as well and just display the actual figures in the 8958 form?
3. In December I sold some stock and got a 1099-B from my brokerage account. Does that mean that she we both also have to claim half of those proceeds although I purchased those stocks years ago? (they have obviously appreciated some since September, when we got married, till the end of the year)
Thank-you for your help!
