My spouse and I have used married filing jointly for years, but are considering changing filing status on this yearâ€™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:
What happens to your taxes after marriage? Learn how marriage can lead to changes in tax filing and returns at H&R Block.
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Tax preparers can have various designation and specialties. Learn how different types of tax preparers at H&R Block can help you in person or virtually.
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