turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about One Big Beautiful Bill (OBBBA) on Jan 14! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

bmeservy
New Member

Is it better to file jointly or seperately? .

I calculated both options, and it calculated that we would get a better return if we filed seperately.  This surprised me.  And kindof worries me.  I don't want to file seperately, if we don't end up getting the best return or if it messes our taxes up another way
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
DanielV01
Expert Alumni

Is it better to file jointly or seperately? .

It's legal to do either.  Most get greater tax benefits filing joint, but there are rare occasions when this is not the case.  Please see the following FAQ:  https://ttlc.intuit.com/replies/3288477

Before you file, though, remember that you could be seeing the result for just one of you with a Separate filing, and when you combine the two, the result may not be what you thought.  In addition, make sure the filing status is not Head of Household unless you were living apart the last 6 months of the year.  And if you live in a community property state (also in the FAQ), it is even more complicated.

That doesn't mean you shouldn't file separately, but you'll want to weigh all of this in before you do.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

1 Reply
DanielV01
Expert Alumni

Is it better to file jointly or seperately? .

It's legal to do either.  Most get greater tax benefits filing joint, but there are rare occasions when this is not the case.  Please see the following FAQ:  https://ttlc.intuit.com/replies/3288477

Before you file, though, remember that you could be seeing the result for just one of you with a Separate filing, and when you combine the two, the result may not be what you thought.  In addition, make sure the filing status is not Head of Household unless you were living apart the last 6 months of the year.  And if you live in a community property state (also in the FAQ), it is even more complicated.

That doesn't mean you shouldn't file separately, but you'll want to weigh all of this in before you do.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question