My spouse and I have used married filing jointly for years, but are considering changing filing status on this year’s return. Can we use married filing separately this year?

Yes, and you won’t pay a penalty for changing filing status. However, when choosing filing status, you might want to figure your federal and state returns using each filing status. Then, you can see which return results in the larger refund or the smaller balance due.

You’ll usually pay more tax on a separate return than a joint return since:

  • Many of the following items are reduced or disallowed when married filing separately:
    • Credits
    • Deductions
    • Exclusions

Ready to file?

You've got your forms. And we've got your back. There's only one thing left to do. Let's do this.

Calculators

So how much will you get (or owe) this year? That’s the million-dollar question. We happen to have three very useful calculators to help you estimate your refund or balance due.

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