Category Archives: Marriage

Year End Wedding

Today TaxMama hears from Annie in Alabama who tells us. “My daughter got married on 12/23/06. She is a full time student. Now her husband want to file with her. Can I still file with her as a dependent? Or does her husband get to file with her?” ~~~~ Dear Annie, If your daughter is […]

Married with Property

Today TaxMama hears from Marti in the Tax Parlor, who tells us , “I recently got married and we are trying to figure out the best ways to save money on taxes. We sold a property and plan to use the criteria for paying no capital gains on it. We own another property together and […]

Pre-Marital Tax Debt

Today TaxMama hears from Helen in AZ who has this question, “I have a 1992 IRS tax debt of $30,000. I got married in 1999. Is my husband responsible for this debt? We have never filed joint returns.”

Marriage Penalty

Today TaxMama hears from Debby in Illinois who got quite a shock. “I have been married for about a year (have been together for many more). I just found out that my husband did not file tax returns for several years, including at least two when he was self employed. I am in the process […]

Forged Signature

Today TaxMama hears from Evelyn in San Jose, CA who has this tale of woe, “My ex-husband filed a joint taxes for us for 2004. We were separated and lived in different states at the time he filedr. Since we were together the majority of 2004 and he had a copy of my payroll stubs […]

Roll to ROTH

Today TaxMama hears from Jan, a loyal reader, who says, “My husband and I both have traditional IRAs and were wondering whether it would be worthwhile to convert them to Roth IRAs if this new law passes. I don’t like to pay taxes ahead of time but the prospect of being able to take the […]

Common-Law Status

Today TaxMama hears from Lisa in Texas who tells us, “I went to new tax preparer this year. My husband and I are common law married and we live in Texas. For the past couple of years the other tax person filed us with me as head of household and my husband as single. The […]

Southern Charm Overcomes Tax Trauma

Today TaxMama hears from Kate in Mississippi who has this problem, “I am married filing separate in Mississippi because my husband has continuously been delinquent on his taxes. I am trying to protect myself. I have a house in my name. I bought the house. I am now told by Mississippi tax commission that I […]

Divorce Issues

Today TaxMama hears from Tammy in Texas who tells us, “I got divorced last October. The QDRO account is still in the process of changing over. We split the assets and debts even though I did not have a job. I am trying to pay bills and am unable to pay on the debts from […]

99 Dependents

Today TaxMama hears from Bob in Plainfield, IL who tells us, “I am married filing jointly. My wife stays at home with our 3 children. I currently claim 12 allowances on my W-4 and still get money back at tax time. TurboTax recommended I increase my W-4 allowances to 99 and increase my 403(b) contributions […]