Skip to main content
June 6, 2019
Solved

I got married in 2017. My wife has student loans. How do we know whether it's better to file jointly or separately, knowing her loan payment will increase if jointly?

  • June 6, 2019
  • 1 reply
  • 0 views
No text available
Best answer by ErinH

The best way to find out if you should file jointly or separately with your spouse is to prepare the tax return both ways.  To do this in TurboTax Online you will want to create separate accounts and returns to see the most beneficial (jointly, separate husband, separate wife). 

OR

For a faster method, you can compare filing jointly vs. separately with TurboTax's free calculator TaxCaster. It will give you the estimated tax differences when filing either way. It’s up-to-date with the latest tax laws and can estimate your 2018 taxes as well.

See this FAQ for more details on filing separately vs jointly: https://ttlc.intuit.com/replies/3288477

1 reply

ErinHAnswer
Employee
June 6, 2019

The best way to find out if you should file jointly or separately with your spouse is to prepare the tax return both ways.  To do this in TurboTax Online you will want to create separate accounts and returns to see the most beneficial (jointly, separate husband, separate wife). 

OR

For a faster method, you can compare filing jointly vs. separately with TurboTax's free calculator TaxCaster. It will give you the estimated tax differences when filing either way. It’s up-to-date with the latest tax laws and can estimate your 2018 taxes as well.

See this FAQ for more details on filing separately vs jointly: https://ttlc.intuit.com/replies/3288477