We want to take advantage of the additional $6,000 deduction (per 65+ person, married filing jointly) in 2025, and maximize the withdrawal within the 12% tax bracket. To calculate how much I can withdraw within the 12% bracket it seems to me that I will add: $94,300 (the maximum adjusted income within the 12% bracket)…
I am married (my wife lives overseas and has never been to the U.S.) and I filed as single for the last two years (2023 and 2024) because I was instructed to do so by an H&R Block associate when I first filed as a resident alien. At the time, I didn’t know any better. After doing some research, I found out that I could…
last year I filed our tax return as married filing separately (MFS) for me and my husband. For 2024, I would like to file it as married filing jointly. Can I use my account? Or should I open a new account instead? Thanks!
Hello, we are a recently married couple. I live in Texas and she is a resident of New York, while also working there. However, after we got married, she stopped working and moved in with me in Texas. Can we still file married jointly? I notice that New York residents require a state tax to file. How will this affect our…
Hello, I lived and worked in VA all year. I got married in the middle of the year. As for my wife — before the wedding, she lived in NJ and worked a job in NYC and another job in NJ. After the wedding, she moved to VA and worked a job in VA. How should I file my return? My guess is that I would file married filing jointly…
My husband and I got married September 2023 and were living separately in CA/CO until a couple weeks ago. He worked in CO all of 2023 and I worked in CA the whole year. We're trying to file our state taxes for our respective states but are confused about the process. The software allows us to have two states selected in…
We lived together in NY for about half of 2024, but then my spouse moved to MI for the latter half. I am still living and working in NYC. My spouse lives in MI and has no income other than interest and dividends. How do we file our federal and state taxes?
My spouse is currently residing in another country with plans to make the move here next summer. Should I file as single or married for this year?
Hello, I got married back in April here in California, and my wife (Canadian citizen) is back in Canada and we are still in the process of petitioning her (I-130). How do I go about filing my taxes for 2024, should I filing Married filing separately or can I file jointly and apply for an ITIN for her? Additionally, can I…
Hi, I maintain an Illinois residence and my husband maintains an Iowa residence. How should we tackle state income tax returns?
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