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View Full Version : Married filing jointly or individually?


pkkokate
Feb 21, 2012, 02:54 PM
My tax situation is explained below:
Status: Married filing jointly
Me 
Lived all year (2011) in NJ and worked in New York state. Should I file non-resident tax for New York and resident for NJ?
Wife 
Lived 5 months in NJ and worked in NJ for 3 months.
Lived the 5 months (same period as above) in NJ and worked in CT for 2 months.
Moved to TX (and rented an apartment in TX but still has NJ driving license) and worked 7 months in TX.
How should we handle this situation?

Would you recommend filing separately instead?

Thanks

AtlantaTaxExpert
Feb 23, 2012, 03:15 PM
Some complex tax modeling is required to determine if filing jointly or separately is best.

On the federal level, joint filing is normally the best option, but if you file a joint return with the IRS, a joint return for NY and NJ is required.

If I was doing your return professionally, I would do this mo

AtlantaTaxExpert
Feb 23, 2012, 03:16 PM
Some complex tax modeling is required to determine if filing jointly or separately is best.

On the federal level, joint filing is normally the best option, but if you file a joint return with the IRS, a joint return for NY and NJ is required.

If I was doing your return professionally, I would do this modeling as part of the service.

If you desire my professional help, look up my email address in my profile.