Discussion:MFJ FEDERAL MFS STATE RETURNS
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Discussion Forum Index --> Advanced Tax Questions --> MFJ FEDERAL MFS STATE RETURNS
Discussion Forum Index --> Tax Questions --> MFJ FEDERAL MFS STATE RETURNS
Jamster103 (talk|edits) said: | 3 April 2009 |
| I have clients that got married in 2008. They both own homes one in NY one in NJ. Can I file a married filing joint federal and married filing separate state returns? | |
Wonder Woman USA (talk|edits) said: | 4 April 2009 |
| It depends. We need more facts from you.
Did one of them move to the other state, so they could live together? Or is one still in NY and the other in NJ? And what software do you use? | |
| 6 April 2009 | |
| In Ohio if you file MFJ federal you are required to file MFJ state. It is a bitch because Ohio has a steeply graduated income tax and there is one rate for all with a very modest joint filing credit. A couple each earning $80,000 pay about $1,000 less Ohio tax filing two $80,000 MFS returns than filing one $160,000 MFJ return. Then the IRS has difficulty splitting joint estimate federal tax payments even if you include an attachment with the federal return with that direction. I had an IRS employee tell me that could not be done but obviously that employee was wrong. | |
| 6 April 2009 | |
| For NY, see NY pub 88 page 9. There are a list of reasons why you would be eligible to file married filing separately for State purposes but file Married filing joint for Federal | |
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