topic Re: 2022 Changes in Get your taxes done using TurboTax

2022 Changes

Nicole0623 — Tue, 10 Mar 2026 06:50:32 GMT

This will be the first year my husband and I file our taxes jointly.

He retired in June and we also bought a new home.

What documents will I need to file our return?

Re: 2022 Changes

RSUMan — Wed, 16 Nov 2022 23:45:40 GMT

You will need all your normal Form W-2s related to employment and 1099s related to investment income.

Your house closing documents should include a Settlement Statement. This document may show Property Taxes and/or mortgage interest that you paid in connection with the closing.

It will be really helpful if both of you have a copy of your 2021 tax returns. There may be carryovers on one of the 2021 tax returns that have an impact on the 2022 joint return (for example, a capital loss carryover).

Re: 2022 Changes

VolvoGirl — Wed, 16 Nov 2022 23:48:07 GMT

Did you just get married in 2022? Or why have you been filing separate? Joint is the best way to file. He will get a 1099R for his retirement. Does he also get Social Security yet? That comes on a SSA-1099.

Re: 2022 Changes

Nicole0623 — Thu, 17 Nov 2022 01:17:52 GMT

We've been married for 4 years thus far. We always filed separate because my husband owed every year.

And he does also receive SSA.

Thanks so much!