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posted Oct 25, 2023 10:25:22 AM

How to figure out if better to file jointly or separately?

Is there a tool in Turbotax to forecast current single filing better or vs if married to file jointly?

Thank you!

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1 Replies
Not applicable
Oct 25, 2023 11:06:37 AM

Hi,

 

You can certainly go through the my info/personal info section at the beginning of TurboTax, and change the status from married filing jointly to married filing separately to see which filing status benefits you most.

 

There are 2 separate TurboTax fees for filing separately, whereas there is one fee for filing jointly, there may be states to add too.

 

It is usually better to file jointly.

Here is a TurboTax article showing which filing status benefits you:

https://turbotax.intuit.com/tax-tips/marriage/should-you-and-your-spouse-file-taxes-jointly-or-separately/L7gyjnqyM 

 

Thank you,

John

CPA