Ask Experts Questions for FREE Help !
Ask
    xiyangyang's Avatar
    xiyangyang Posts: 11, Reputation: 1
    New Member
    		  
    #1

    Feb 3, 2011, 06:24 PM
    File married jointly or married separately?
    We have only W2 incomes, use standard deduction, with no dependents.
    My husband works in NJ making 11k, I work in NY making 6k.
    I am not sure to file married jointly or married separately for NJ and NY state tax. Which will have the highest tax refund? Can anyone give a rule of thumb?
    MukatA's Avatar
    MukatA Posts: 7,110, Reputation: 176
    Tax Expert
    		  
    #2

    Feb 3, 2011, 11:03 PM

    If you and your spouse each have income, you may want to figure your tax both on a joint return and on separate returns (using the filing status of married filing separately). Choose the method that gives the two of you the lower combined tax.

    Normally, states require that you file in the same way you filed your federal tax return. For the state you are resident, you will report your income. In the state you are nonreisdent, you do not report any income. Your U.S. Tax Return: Working or Living in Two or More states
    sharper11's Avatar
    sharper11 Posts: 369, Reputation: 102
    Full Member
    		  
    #3

    Feb 25, 2011, 01:40 PM
    I have a similar situation to yours. I filed Married-Jointly for Federal, and separate for State. Turbo Tax showed me both figures and which one brought home better results.

    Your situation may be different.
Not your question? Ask your question View similar questions
 

Question Tools Search this Question
Search this Question:

Advanced Search

Add your answer here.


Check out some similar questions!

Married filling separately or jointly? [ 7 Answers ]

Hi, I have been on H1 Visa since 2006 and got married in Dec 2010. My spouse is not in US, he has a SSN though as he has worked here in US in 2007. Can I file the taxes as Married filing jointly? I guess then we have show his income in our home country? Or should I file Married filing...

Can I file as Married filing Jointly or Separately, if my wife has not entered US. [ 10 Answers ]

Hi David, I thought I'd post in this topic because I have a case similar to that of Balajinaik. However the website doesn't let me continue in his post, so I have to start a new Thread. I have been on an H1B visa through 2006 and will be filing as a resident alien. I got married in India in...

File jointly or separately for a married couple? [ 1 Answers ]

Hi, My husband and I have very complicated situation. We do not know if we need to file separately or jointly to get maximal tax return. I came to US from China with F1 visa in 2004 and now I am still a student with F1 visa. Based on the tax law, I am a resident alien for 2009. My husband...

H1B married to F1 visa. File jointly/ separately [ 4 Answers ]

Hi I have been in the US since 2003 and am on H1 visa since 2006. Actually I have more than one question 1. My wife (on F1) came to the US in July 2007. Due to ignorance, we filed her taxes through turbotax (dint know non resident students can do that) and she also received the stimulus rebate...

Married jointly or separately? [ 2 Answers ]

Hi. My husband lives/works in Chicago and I live/work in Washington state. When we file tax report for year 2008, is it better to report jointly or separtely? Also can each of us claim ourselves as a head of household? Thanks!

View more questions Search