Taxes now that you're married

Did you notice any difference in your refund?

Mine is about the same (which is excellent for me), but DH OWES money. I'm still trying to figure out what the heck he did. We simulated filing individually and jointly, and he still didn't do well . I thought tax refunds got better when you got married, not significantly worse!

Re: Taxes now that you're married

i started ours... i couldnt claim my student loan interest or the 1098 from my school if i was filing married but seperate... so i think it some ways it is better...

Re: Taxes now that you're married

Ours was the same.

Re: Taxes now that you're married

It was more for us this year. Nothing looked different. Maybe it's because I withheld a lot more than usual.

Re: Taxes now that you're married

Federal it was about the same...

State killed us because of DH's job... gotta pay like 2G's...

Re: Taxes now that you're married

I used taxact. They compare what your return would be if you were filing separate vrs married. it wasnt much of a difference.

Re: Taxes now that you're married

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Posted by JC297

I used taxact. They compare what your return would be if you were filing separate vrs married. it wasnt much of a difference.

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was it more or less filing joint?

Re: Taxes now that you're married

We would have gotten $6 more back is we filed seperate.

Re: Taxes now that you're married

haven't done it yet but i found out last week that if we file separate, i can't deduct my student loan interest ... i didn't change my w/h at work, so i'm hoping for an increase in the refund ...

Re: Taxes now that you're married

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Posted by jm2010

haven't done it yet but i found out last week that if we file separate, i can't deduct my student loan interest ... i didn't change my w/h at work, so i'm hoping for an increase in the refund ...

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i found that out as well i thought that was a really strange rule

Re: Taxes now that you're married

filing seperate we would have gotten about 1500 fed..
filing joint we are getting almost 4k because of the tax bracket we are in and tuition

Re: Taxes now that you're married

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Posted by AngnShaun

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Posted by JC297

I used taxact. They compare what your return would be if you were filing separate vrs married. it wasnt much of a difference.

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was it more or less filing joint?

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it's almost always going to be more (of a refund) filing joint. we checked both...mine stayed the same throughout, and DH's owed less filing joint.

Re: Taxes now that you're married

I received a lower refund than last year. I lost my head of household so it squished us!

Re: Taxes now that you're married

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Posted by AngnShaun
i found that out as well i thought that was a really strange rule

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more than being confused about the rule, i was pizzed cause DH is slow in doing his return every year and i'm usually in early - now i have to wait for him ... i'm not sure what the logic is behind it other than maybe it has to do with income levels where the deduction phases out ... separately, they wouldn't have all of the income info in front of them to determine whether you qualified for the deduction ...

Re: Taxes now that you're married

net we were the same. Last year DH owed and i received a refund so I am receiving less of a refund but he doesnt owe.

Re: Taxes now that you're married

i used w/h to help pay for the wedding, so we shuld be owing something this year which is fine with us. but I did it with turbo tax and filing jointly helps our tax bill! we need to start making babies pronto!