ToddL99
Expert Alumni

Retirement tax questions

The following articles discuss this issue in some detail. There is no single, best answer - there are many factors to consider and your situation is unique.

 

Is it better for a married couple to file jointly or separately?

 

How can we compare married filing jointly with married filing separately?

 

There is one key consideration - if you file separately, both of you must use the same method for claiming deductions (either standard or itemized).