Filing jointly first year of marriage

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lw0929
lw0929 Member Newcomer
edited October 2023 in Situation & Life Changes

I was married in August. My husband and I both live in the same state and I am still attending university. He works full time and I work part time. Should we be filing jointly? Is there a benefit to filing separately?

Thank you in advance!

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  • KFine3325
    KFine3325 FreeTaxUSA Agent
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    Each tax situation is different, so what may be best for one couple may not be the best for another. Often, Married Filing Jointly is more beneficial because of credits that are not available if you file separately. You are welcome to create two accounts in the software and compare the two filing status options to see which gives you & your spouse the best tax outcome. Our Pro Support is available if you would like tax advice - simply upgrade to Pro in your account.