Quote:
Originally Posted by Misky1951
New wife (married in 2024) and I will be going to Villages Tax Aide for our tax preparation. From my research, it appears filing jointly is the best method. Since this is both our first time filing jointly, should we do both a joint return and individual returns to see what method gives us the lowest tax liability? Is so, will they do both for us ?
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We've been married much longer than that but at times have wondered about filing status. You might try what we did and purchase one of the tax preparation packages and fill it out both ways. It takes a little time but it will give you a good idea about which items make a difference.
We found that filing jointly makes more sense for us. Our situation is we both have similar incomes, our investments are in both our names, and neither of us have enough deductions to itemize.
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