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December 7, 2023
Question

First year filing tax jointly. How does safe harbor rule work in this case?

  • December 7, 2023
  • 1 reply
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We got married in 2023 and will do our first tax filing jointly this year. How does the safe harbor rule work in this case, do we sum up the tax we paid last year to match the 110% rule, or do we do the calculation separately still?

    1 reply

    Employee
    December 7, 2023

    It would be the safe harbor percent times the sum of your two prior tax liabilities.