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Level 2

Question

2022 Changes

3 replies
35 views

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?

Level 6

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).

Level 15

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.

Nicole0623Author

Level 2

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!