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Joint vs Separate: Marriage Filing Fundamentals
Manage episode 490787729 series 3659469
เนื้อหาจัดทำโดย Earmark Media, Jeremy Wells, EA, and CPA เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Earmark Media, Jeremy Wells, EA, and CPA หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
Most tax professionals assume joint filing is the default for married couples, but the tax code actually says the opposite. Jeremy Wells explores the surprising reality that married filing separately is technically the default status, requiring both spouses to elect joint filing under IRC Section 6013. He breaks down the key disadvantages of separate returns—from reduced credits to income limitations—while explaining legitimate scenarios where paying extra tax through separate filing can lead to better overall financial outcomes, particularly with student loan repayment strategies.
Sponsors
SafeSend - taxshow.promo/safesend
- (00:00) - Welcome to Tax in Action
- (01:03) - Default Filing Status for Married Couples
- (02:42) - Misinterpretations of Joint Filing
- (06:30) - Exceptions and Special Cases
- (11:00) - Why Joint Returns Have Become the Default for Married Couples
- (22:43) - Disadvantages of Filing Separately
- (32:04) - Loss of Available Credits
- (46:22) - Reasons to Consider Filing Separately
- (54:55) - Common Myths and Misunderstandings
- (57:49) - Exceptions to Irrevocable Joint Filing
- (01:01:24) - Conclusion and Final Thoughts
Connect with Jeremy
https://www.linkedin.com/in/jwellstax
https://www.steadfastbookkeeping.com
Subscribe on YouTube
https://www.youtube.com/@TaxinAction
Earn CPE for Listening to This Podcast
https://www.earmark.app/
This podcast is a production of the Earmark Media
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