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jrosecity
New Member

I got married this year. Does that give me any breaks?

 
1 Best answer

Accepted Solutions
DianeW
Expert Alumni

I got married this year. Does that give me any breaks?

Yes, Married filing jointly is the most advantageous filing status in most cases.  

Married filing jointly is most often the best filing status for the lowest amount of tax, while married filing separately eliminates some credits, requires both to itemize deductions if one files that way, regardless if the other spouse has enough deductions.

Best advice is to prepare a married filing joint return and then married filing separately to see what status provides the best overall total tax.  The total tax will be the number on line 12 Form 1040EZ, or line 39 Form 1040A or line 63 Form 1040.   The detail in the TurboTax FAQ below will provide further guidance.

https://ttlc.intuit.com/replies/3288477

NOTE:  Check your state tax rules because some states require you to use the same status on the state return that is used on the federal return.

  • To review your Form 1040 in TurboTax Online:
    • Select Tax Tools in the black navigation bar on the left
    • Tools
    • View Tax Summary
    • Preview 1040 in the navigation bar

View solution in original post

1 Reply
DianeW
Expert Alumni

I got married this year. Does that give me any breaks?

Yes, Married filing jointly is the most advantageous filing status in most cases.  

Married filing jointly is most often the best filing status for the lowest amount of tax, while married filing separately eliminates some credits, requires both to itemize deductions if one files that way, regardless if the other spouse has enough deductions.

Best advice is to prepare a married filing joint return and then married filing separately to see what status provides the best overall total tax.  The total tax will be the number on line 12 Form 1040EZ, or line 39 Form 1040A or line 63 Form 1040.   The detail in the TurboTax FAQ below will provide further guidance.

https://ttlc.intuit.com/replies/3288477

NOTE:  Check your state tax rules because some states require you to use the same status on the state return that is used on the federal return.

  • To review your Form 1040 in TurboTax Online:
    • Select Tax Tools in the black navigation bar on the left
    • Tools
    • View Tax Summary
    • Preview 1040 in the navigation bar

View solution in original post

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