My wife draws Social Security benefit. I just retired (2019) but do not draw Social Security (age 63). Is filing Joint or Separately more advantageous for us?

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It is almost always better to file jointly. There are some special circumstances where it is better to file separately.

Here is a great article explaining the advantages of filing jointly and the consequences of filing separately. It also gives you some instances when it might be better to file separately.

Filing Jointly vs Separately

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Is social security income federally taxable income for married filing separately if it plus pension and dividends and ira distributions exceed $25K?

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My wife draws Social Security benefit. I just retired (2019) but do not draw Social Security (age 63). Is filing Joint or Separately more advantageous for us?

My wife draws Social Security benefit. I just retired (2019) but do not draw Social Security (age 63). Is filing Joint or Separately more advantageous for us?

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My wife draws Social Security benefit. I just retired (2019) but do not draw Social Security (age 63). Is filing Joint or Separately more advantageous for us?

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My wife draws Social Security benefit. I just retired (2019) but do not draw Social Security (age 63). Is filing Joint or Separately more advantageous for us?

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