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Old 01-24-2005, 04:29 AM
Arthur Kamlet
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Default Re: New Filing Status After Marriage

- quote -

> > I just got married; my H is a full-time student and has a
> > few part-time jobs.
> > > Should I change my withholding status? Right now it's at 1.
> > > I don't know if it's better to file as married filing

> > jointly, or married filing separately. Any thoughts on
> > that? He will be in school full-time until June 2006, and
> > I'm pretty much the sole support of the family.


> Your best bet (unless you live in Ohio - see Art, I hit it
> this time) is probably married filing jointly.


But Helen, we're just one state over! PA/OH reciprocity
and all that stuff.

I recently heard (not verified) that Ohio files as many MFS
as all the other states put together. That's amazing if
true.

And while IRS processing centers such as Atlanta, Andover
and Philadelpia each handle individual returns (1040's) from
several states, IRS - Memphis handles just Ohio.

And they stop doing that after June.

Then Ohio 1040s go to Fresno!

__
Art Kamlet ArtKamlet [at] AOL.com Columbus OH K2PZH

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  #2  
Old 01-22-2005, 07:26 PM
Barney Byrd
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Default Re: New Filing Status After Marriage

<kiprpic[at]yahoo.com> wrote:

- quote -

> I don't know if it's better to file as married filing
> jointly, or married filing separately. Any thoughts
> on that?


See IRS Advice to Newlyweds

http://www.irs.gov/pub/irs-news/at-04-75.pdf

Barney Byrd

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  #1  
Old 01-22-2005, 07:07 PM
Phil Marti
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Default Re: New Filing Status After Marriage

kiprpic[at]yahoo.com writes:

- quote -

> I just got married; my H is a full-time student and has a
> few part-time jobs.
> Should I change my withholding status? Right now it's at 1.
> I don't know if it's better to file as married filing
> jointly, or married filing separately. Any thoughts on
> that? He will be in school full-time until June 2006, and
> I'm pretty much the sole support of the family.


If you don't live in Ohio it will probably be to your
advantage to file jointly. Regardless of where you live,
the only way to be sure of the better filing status is to
run the numbers.

As for your withholding, do the worksheets on the W-4, which
you can get from your employer.

Phil Marti
Clarksburg, MD

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Old 01-22-2005, 06:28 PM
Helen P. OPlanick EA
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Posts: n/a
Default Re: New Filing Status After Marriage

- quote -

> I just got married; my H is a full-time student and has a
> few part-time jobs.
> Should I change my withholding status? Right now it's at 1.
> I don't know if it's better to file as married filing
> jointly, or married filing separately. Any thoughts on
> that? He will be in school full-time until June 2006, and
> I'm pretty much the sole support of the family.


Your best bet (unless you live in Ohio - see Art, I hit it
this time) is probably married filing jointly. But run it
both ways to see.

As for your W-4, follow thru the worksheet and see what
works for you.

Helen, EA in PA
Director, NAEA; Immediate Past President, PSEA; Tax Expert, AOL
Enrolled Agents - THE Tax Professionals

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  #-1  
Old 01-21-2005, 01:39 PM
kiprpic@yahoo.com
Guest
 
Posts: n/a
Default New Filing Status After Marriage

I just got married; my H is a full-time student and has a
few part-time jobs.

Should I change my withholding status? Right now it's at 1.

I don't know if it's better to file as married filing
jointly, or married filing separately. Any thoughts on
that? He will be in school full-time until June 2006, and
I'm pretty much the sole support of the family.

Thanks!

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