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Retirement tax questions
@tdattomo Oh---you have not yet filed? No, you cannot switch back and forth from a MFJ return to MFS returns. Sorry---it takes a lot more work than just clicking on a filing status. To really compare--you need to prepare three returns. Prepare a joint return and then prepare the two separate returns--one for each spouse. And....follow all of the rules regarding itemizing, using standard deduction, and if in a community property state---the rules for the specific state.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
March 31, 2023
8:33 AM