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#4
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| In article <d0f4b556-e6ea-43f5-b7ba-7942e3ab2274[at]p2g2000prn.googlegroups.com> , removeps-groups[at]yahoo.com <removeps-groups[at]yahoo.com> wrote: - quote - > And remember, MFS often bars you from a Roth IRA, and if I'm not > mistaken from the stimulus checks. MFS is not a bar to stimulus rebate. -- ArtKamlet at a o l dot c o m Columbus OH K2PZH -- << ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- > |
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#3
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| On Jan 7, 7:04*pm, taxreturns_at_ymail_dot_...[at]foo.com (SPAJ) wrote: - quote - > Hello, > I had questions about filing tax returns for 2008. We got married on Dec > 1, 2008. One of us works in Massachussetts and the other works in > Maryland. We worked in these states for whole year. I had the following > questions abt filing tax returns: > 1. Can we file tax returns jointly (married filing jointly) for Federal > even though we got married at the end of year in 2008? or do we need to > file it as married living separately? Which one is advantageous for more > refund? > 2. Can we file jointly for states? do we need to file both in Maryland and > Massachussets? > 3. If jointly for each state, how do we calculate gross income for each > state becos one of us would not have stayed in that state? I am assuming that each of you was a full year resident in the state where you were working and continues to be domiciled in that state despite your marriage. Both Maryland and Massachusetts are common-law states, so none of either spouse's earnings will be attributed to the other. In Maryland, if you file a joint federal return, you may file a joint return with Maryland; however, if you do that, your total income from all sources (both spouses) will be taken into account to calculate the tax rate that applies to the Maryland resident spouse's income (and any Maryland source income of the nonresident spouse). Maryland has graduated rates. You'll probably be better off to file MFS in Maryland, which is permitted. If the MD nonresident spouse has MD source income, though, you'll probably want to calculate the tax both ways (both MFS or MFJ) to see what gets you the better result. See Maryland Administrative Release No. 3 http://www.marylandtaxes.com/publica.../it/ar_it3.pdf and the form instructions. In Massachusetts, if spouses are residents for different parts of the tax year, they must file MFS (assuming both have Massachusetts filing requirements.) There is no provision for filing a joint return if one spouse is a resident and the other a nonresident. See the Form 1 Instructions, p. 16. Katie in San Diego -- << ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- > |
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#2
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| On Jan 7, 7:04 pm, taxreturns_at_ymail_dot_...[at]foo.com (SPAJ) wrote: - quote - > I had questions about filing tax returns for 2008. We got married on Dec
Yes, you can do MFJ. MFJ generally gives a smaller total tax, but you> 1, 2008. One of us works in Massachussetts and the other works in > Maryland. We worked in these states for whole year. I had the following > questions abt filing tax returns: > 1. Can we file tax returns jointly (married filing jointly) for Federal > even though we got married at the end of year in 2008? or do we need to > file it as married living separately? Which one is advantageous for more > refund? have to run the numbers to be sure. Sometimes, MFS gives you a better result. The states you mention are not community property states. Community property states mean that on your federal return, if you do MFS, then you have to pretend that each spouse earned half of the income of the other, though I think a pre-nup overrides this. Even on the federal return you have to report income this way, which often destroys any advantage of MFS. http://www.fairmark.com/spousal/comprop.htm And remember, MFS often bars you from a Roth IRA, and if I'm not mistaken from the stimulus checks. - quote - > 2. Can we file jointly for states? do we need to file both in Maryland and
Don't know much about these states. Some states, or maybe all,> Massachussets? > 3. If jointly for each state, how do we calculate gross income for each > state becos one of us would not have stayed in that state? require that you use the same status on the state return as on the federal, though there may be exceptions for gay couples. If one person made much more than the other and lives in a low tax state, then MFJ could be a problem. Hopefully, someone can shed light on this. -- << ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- > |
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#1
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| "SPAJ" wrote: - quote - > I had questions about filing tax returns for 2008. We got married on Dec
You're going to have to figure everything using every option you have.> 1, 2008. One of us works in Massachussetts and the other works in > Maryland. We worked in these states for whole year. I had the following > questions abt filing tax returns: > 1. Can we file tax returns jointly (married filing jointly) for Federal > even though we got married at the end of year in 2008? or do we need to > file it as married living separately? Which one is advantageous for more > refund? Forget about refund numbers. What you're looking for is the smallest total tax, state and Federal, for the two of you. -- Phil Marti Clarksburg, MD -- << ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- > |
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| In article <49656b9f$0$8992$6c36adad[at]news.usenetserver.com> , SPAJ <taxreturns_at_ymail_dot_com[at]foo.com> wrote: - quote - > Hello, > I had questions about filing tax returns for 2008. We got married on Dec > 1, 2008. One of us works in Massachussetts and the other works in > Maryland. We worked in these states for whole year. I had the following > questions abt filing tax returns: > 1. Can we file tax returns jointly (married filing jointly) for Federal > even though we got married at the end of year in 2008? or do we need to > file it as married living separately? Which one is advantageous for more > refund? > 2. Can we file jointly for states? do we need to file both in Maryland and > Massachussets? > 3. If jointly for each state, how do we calculate gross income for each > state becos one of us would not have stayed in that state? > I would greatly appreciate if our questions are answered. I cannot answer about either of the states you mentioned, but your federal filing status can be MFJ or can be MFS, and you can decide thata between you. -- ArtKamlet at a o l dot c o m Columbus OH K2PZH -- << ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- > |
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#-1
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| Hello, I had questions about filing tax returns for 2008. We got married on Dec 1, 2008. One of us works in Massachussetts and the other works in Maryland. We worked in these states for whole year. I had the following questions abt filing tax returns: 1. Can we file tax returns jointly (married filing jointly) for Federal even though we got married at the end of year in 2008? or do we need to file it as married living separately? Which one is advantageous for more refund? 2. Can we file jointly for states? do we need to file both in Maryland and Massachussets? 3. If jointly for each state, how do we calculate gross income for each state becos one of us would not have stayed in that state? I would greatly appreciate if our questions are answered. Thanks ----- ##-----------------------------------------------## Newsgroup Access Courtesy http://www.rockryno.com/ Tax and Accounting Software Forums Web and RSS access to your favorite newsgroup - misc.taxes.moderated - 18713 messages and counting! ##-----------------------------------------------## -- << ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- > |
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