2022 Changes

[Nicole0623]

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?

[RSUMan]

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).

[VolvoGirl]

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.  

[Nicole0623]

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!