Taxes - how to file when married

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Relationships

Taxes - how to file when married

Posted By
CatchI22 Board Fanatic Member since 10/02 367 total posts Wedding Date: Oct 12 2002 Wed. Location: Manhasset	Taxes - how to file when married Hi guys need some advice... I got my paycheck today and saw they finally changed my name... but still filing as a single. Did anyone else cange this, and if so how soon after the wedding did you? Should I change it ASAP? Is it bad I didn't change it right after the wedding? Please advise if anyone knows!! Thanks!
	Posted 1/15/03 3:52 PM Email to Friend \| Forum Mail \| Edit Post \| Print \| Quote \| Reply \| Report Post

Posted By

CatchI22

Board Fanatic

Member since 10/02

367 total posts

Wedding Date:
Oct 12 2002

Wed. Location:
Manhasset

Taxes - how to file when married

Hi guys
need some advice...
I got my paycheck today and saw they finally changed my name... but still filing as a single. Did anyone else cange this, and if so how soon after the wedding did you? Should I change it ASAP? Is it bad I didn't change it right after the wedding? Please advise if anyone knows!!
Thanks!

Posted 1/15/03 3:52 PM

Posted By
LisaT ........ Member since 7/01 5896 total posts Wedding Date: 4/27/2002 11:00 AM Wed. Location: Lands End	Re: Taxes - how to file when married I changed it about a month or two later - I don't remember exactly. I don't think its bad that it still says single. You'll probably owe more taxes now that you're married. So you may want to change your witholding allowances. My husband and I make similiar amounts, so I dropped my allowances down to 0, so we don't owe (hopefully). W-4 info
	Posted 1/15/03 4:09 PM Email to Friend \| Forum Mail \| Edit Post \| Print \| Quote \| Reply \| Report Post

Posted By

LisaT

........

Member since 7/01

5896 total posts

Wedding Date:
4/27/2002 11:00 AM

Wed. Location:
Lands End

Re: Taxes - how to file when married

I changed it about a month or two later - I don't remember exactly.

I don't think its bad that it still says single. You'll probably owe more taxes now that you're married. So you may want to change your witholding allowances. My husband and I make similiar amounts, so I dropped my allowances down to 0, so we don't owe (hopefully).

W-4 info

Posted 1/15/03 4:09 PM

Posted By
michele31 Molly Eva's Mommy Member since 6/01 10676 total posts Wedding Date: 11/2/2002 12:00 AM Wed. Location: The Hamlet Windwatch	Re: Taxes - how to file when married If you buy turbotax you can try your taxes married filing jointly, and married filed seperately. Use whichever is better for you both.
	Posted 1/15/03 4:15 PM Email to Friend \| Forum Mail \| Edit Post \| Print \| Quote \| Reply \| Report Post

Posted By

michele31

Molly Eva's Mommy

michele31

Member since 6/01

10676 total posts

Wedding Date:
11/2/2002 12:00 AM

Wed. Location:
The Hamlet Windwatch

Re: Taxes - how to file when married

If you buy turbotax you can try your taxes married filing jointly, and married filed seperately. Use whichever is better for you both.

Posted 1/15/03 4:15 PM

Posted By
bearsbabe_113 My Little Bear Cub Member since 10/01 3201 total posts Wedding Date: 10/6/2001 3:00 PM Wed. Location: Sand Castle	Re: Taxes - how to file when married Catch, I noticed from your profile that you just got married in October. I got married in Oct of 2001 and was told by the idiot in payroll that I should change my status when I changed my name with them, so I did. But I should've waited, like I had planned all along, until Jan, because when it came time to do 2001's taxes, I got screwed out of almost $800 by filing married!!!!! So, my advice to you is to stay single for 2002's taxes, and change it now to married for 2003!!!
	Posted 1/15/03 4:24 PM Email to Friend \| Forum Mail \| Edit Post \| Print \| Quote \| Reply \| Report Post

Posted By

bearsbabe_113

My Little Bear Cub

bearsbabe_113

Member since 10/01

3201 total posts

Wedding Date:
10/6/2001 3:00 PM

Wed. Location:
Sand Castle

Re: Taxes - how to file when married

Catch, I noticed from your profile that you just got married in October. I got married in Oct of 2001 and was told by the idiot in payroll that I should change my status when I changed my name with them, so I did. But I should've waited, like I had planned all along, until Jan, because when it came time to do 2001's taxes, I got screwed out of almost $800 by filing married!!!!!

So, my advice to you is to stay single for 2002's taxes, and change it now to married for 2003!!!

Posted 1/15/03 4:24 PM

Posted By
LisaT ........ Member since 7/01 5896 total posts Wedding Date: 4/27/2002 11:00 AM Wed. Location: Lands End	Re: Taxes - how to file when married Deb- is that legal? Can you file single even if you were married that year? I thought you had to file married regardless. Its too late for me, but I was just wondering.
	Posted 1/15/03 4:34 PM Email to Friend \| Forum Mail \| Edit Post \| Print \| Quote \| Reply \| Report Post

Posted By

LisaT

........

Member since 7/01

5896 total posts

Wedding Date:
4/27/2002 11:00 AM

Wed. Location:
Lands End

Re: Taxes - how to file when married

Deb- is that legal? Can you file single even if you were married that year? I thought you had to file married regardless.

Its too late for me, but I was just wondering.

Posted 1/15/03 4:34 PM

Posted By
bearsbabe_113 My Little Bear Cub Member since 10/01 3201 total posts Wedding Date: 10/6/2001 3:00 PM Wed. Location: Sand Castle	Re: Taxes - how to file when married Lisa, according to the accountant, if I didn't change to married, I could have filed Married/Single or something like that for 2001 since I was single for most of the year (except the last 2 months). My husband didn't change his status from single to married until this year. We could have filed separately, but we filed jointly last year because it worked to our benefit -- plus he works in Jersey, so that was another big complicated thing. I cannot tell you how mad I was about the whole thing!!! When it comes to taxes, it's all greek to me, they can tell me until I'm blue in the face and I won't get it. All I understand is whether I'm getting money back or not!!
	Posted 1/15/03 4:43 PM Email to Friend \| Forum Mail \| Edit Post \| Print \| Quote \| Reply \| Report Post

Posted By

bearsbabe_113

My Little Bear Cub

bearsbabe_113

Member since 10/01

3201 total posts

Wedding Date:
10/6/2001 3:00 PM

Wed. Location:
Sand Castle

Re: Taxes - how to file when married

Lisa, according to the accountant, if I didn't change to married, I could have filed Married/Single or something like that for 2001 since I was single for most of the year (except the last 2 months). My husband didn't change his status from single to married until this year. We could have filed separately, but we filed jointly last year because it worked to our benefit -- plus he works in Jersey, so that was another big complicated thing. I cannot tell you how mad I was about the whole thing!!!

When it comes to taxes, it's all greek to me, they can tell me until I'm blue in the face and I won't get it. All I understand is whether I'm getting money back or not!!

Posted 1/15/03 4:43 PM

Posted By
CatchI22 Board Fanatic Member since 10/02 367 total posts Wedding Date: Oct 12 2002 Wed. Location: Manhasset	Re: Taxes - how to file when married Thanks guys! I will change it for 2003 but keep 2002 as single. I appreciate all the advice!
	Posted 1/15/03 4:51 PM Email to Friend \| Forum Mail \| Edit Post \| Print \| Quote \| Reply \| Report Post

Posted By

CatchI22

Board Fanatic

Member since 10/02

367 total posts

Wedding Date:
Oct 12 2002

Wed. Location:
Manhasset

Re: Taxes - how to file when married

Thanks guys!
I will change it for 2003 but keep 2002 as single. I appreciate all the advice!

Posted 1/15/03 4:51 PM

Posted By
michele31 Molly Eva's Mommy Member since 6/01 10676 total posts Wedding Date: 11/2/2002 12:00 AM Wed. Location: The Hamlet Windwatch	Re: Taxes - how to file when married Double check that info. I was told by a CPA that if you are married on 12/31/02- you are considered MARRIED for the year and must file married on your tax return for that year. Is there a CPA in on this board to help us out? Doing it incorrectly can cause big time problems and you would owe money plus penalties.
	Posted 1/15/03 4:54 PM Email to Friend \| Forum Mail \| Edit Post \| Print \| Quote \| Reply \| Report Post

Posted By

michele31

Molly Eva's Mommy

michele31

Member since 6/01

10676 total posts

Wedding Date:
11/2/2002 12:00 AM

Wed. Location:
The Hamlet Windwatch

Re: Taxes - how to file when married

Double check that info. I was told by a CPA that if you are married on 12/31/02- you are considered MARRIED for the year and must file married on your tax return for that year. Is there a CPA in on this board to help us out? Doing it incorrectly can cause big time problems and you would owe money plus penalties.

Posted 1/15/03 4:54 PM

Posted By
michele31 Molly Eva's Mommy Member since 6/01 10676 total posts Wedding Date: 11/2/2002 12:00 AM Wed. Location: The Hamlet Windwatch	Re: Taxes - how to file when married According to the IRS's website my info was correct Generally, your marital status on the last day of the year determines your status for the entire year. If you are unmarried, or if you are legally separated from your spouse under a divorce or separate maintenance decree according to your state law, and you do not qualify for another filing status, your filing status is single. IRS Site about filing status
	Posted 1/15/03 5:01 PM Email to Friend \| Forum Mail \| Edit Post \| Print \| Quote \| Reply \| Report Post

Posted By

michele31

Molly Eva's Mommy

michele31

Member since 6/01

10676 total posts

Wedding Date:
11/2/2002 12:00 AM

Wed. Location:
The Hamlet Windwatch

Re: Taxes - how to file when married

According to the IRS's website my info was correct

Generally, your marital status on the last day of the year determines your status for the entire year. If you are unmarried, or if you are legally separated from your spouse under a divorce or separate maintenance decree according to your state law, and you do not qualify for another filing status, your filing status is single.

IRS Site about filing status

Posted 1/15/03 5:01 PM

Posted By
ILT1221 Be Happy Member since 7/01 2201 total posts Wedding Date: 12/1/2002 12:00 AM Wed. Location: Long Island	Re: Taxes - how to file when married so even though I was married Dec. 21, 2002 I have to file married for the entire year of 2002?
	Posted 1/15/03 5:14 PM Email to Friend \| Forum Mail \| Edit Post \| Print \| Quote \| Reply \| Report Post

Posted By

ILT1221

Be Happy

Member since 7/01

2201 total posts

Wedding Date:
12/1/2002 12:00 AM

Wed. Location:
Long Island

Re: Taxes - how to file when married

so even though I was married Dec. 21, 2002 I have to file married for the entire year of 2002?

Posted 1/15/03 5:14 PM

Posted By
abc7077 "I'm Addicted" Member since 4/02 1143 total posts Wedding Date: 12/7/2002 Wed. Location:	Re: Taxes - how to file when married Yes, if you are married anytime before 12/31/2002 at midnight you MUST file as married. ( thanks Michele) You can file separately but you would still be filing as married. That is only if one of you makes much more or less than the other one. I was married this past Dec 7th 2002 and will have to file as if I was married the whole year. Yes it is not fair but that is the way it is!!!
	Posted 1/15/03 5:22 PM Email to Friend \| Forum Mail \| Edit Post \| Print \| Quote \| Reply \| Report Post

Posted By

abc7077

"I'm Addicted"

Member since 4/02

1143 total posts

Wedding Date:
12/7/2002

Wed. Location:

Re: Taxes - how to file when married

Yes, if you are married anytime before 12/31/2002 at midnight you MUST file as married. ( thanks Michele) You can file separately but you would still be filing as married. That is only if one of you makes much more or less than the other one. I was married this past Dec 7th 2002 and will have to file as if I was married the whole year. Yes it is not fair but that is the way it is!!!

Posted 1/15/03 5:22 PM

Posted By
ILT1221 Be Happy Member since 7/01 2201 total posts Wedding Date: 12/1/2002 12:00 AM Wed. Location: Long Island	Re: Taxes - how to file when married ok. thank you for clarifying. really appreciate it.
	Posted 1/15/03 5:28 PM Email to Friend \| Forum Mail \| Edit Post \| Print \| Quote \| Reply \| Report Post

Posted By

ILT1221

Be Happy

Member since 7/01

2201 total posts

Wedding Date:
12/1/2002 12:00 AM

Wed. Location:
Long Island

Re: Taxes - how to file when married

ok. thank you for clarifying. really appreciate it.

Posted 1/15/03 5:28 PM

Posted By
dgtlsunshine Back to the Workforce :) Member since 12/01 2828 total posts Wedding Date: 7/7/2002 12:00 AM Wed. Location: Coral House	Re: Taxes - how to file when married Oh how unfair. We don't get to file a new deduction as soon as we find out we are pregnant. I hope they eliminate the marriage penalty quick.
	Posted 1/15/03 7:41 PM Email to Friend \| Forum Mail \| Edit Post \| Print \| Quote \| Reply \| Report Post

Posted By

dgtlsunshine

Back to the Workforce :)

dgtlsunshine

Member since 12/01

2828 total posts

Wedding Date:
7/7/2002 12:00 AM

Wed. Location:
Coral House

Re: Taxes - how to file when married

Oh how unfair. We don't get to file a new deduction as soon as we find out we are pregnant.
I hope they eliminate the marriage penalty quick.

Posted 1/15/03 7:41 PM

Posted By
Cira What if ... ? Member since 8/01 3462 total posts Wedding Date: 6/23/2002 12:00 AM Wed. Location: Westbury Manor	Re: Taxes - how to file when married This thread may be helpful too ... we talked about the marriage penalty! Marriage Penalty
	Posted 1/16/03 8:50 AM Email to Friend \| Forum Mail \| Edit Post \| Print \| Quote \| Reply \| Report Post

Posted By

Cira

What if ... ?

Cira

Member since 8/01

3462 total posts

Wedding Date:
6/23/2002 12:00 AM

Wed. Location:
Westbury Manor

Re: Taxes - how to file when married

This thread may be helpful too ... we talked about the marriage penalty!
Marriage Penalty

Posted 1/16/03 8:50 AM

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