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28 February 2012

Married, Filing Jointly

Tax season is upon us once again. I don't know about your preferences but I like to get mine done early so I can get my money early! Usually it would take me all of an hour to do my single taxes online myself while I was in school at least part time but this year is the first year I won't do them on my own.
We're married so we have to file as married even if we were to choose to file separately (which we wouldn't). We're filing jointly as most folks do and it was no more difficult than when I use to file; in fact, it was a lot simpler and faster.
This year we had the tax preparer that Shawn's parents use prepare ours as well. We made an appointment and brought the necessary paperwork:
  • W-2's
  • Marriage License
  • Drivers Licenses
  • Mortgage Information
  • Home Purchase Tax Information
  • Student Loan Interest Information
  • Blank Check for Direct Deposit
Having all of our paperwork and asking a professional to prepare our taxes were the main reasons our appointment went so fast. We had an hour of space blocked and I believe we left within 20 minutes. Now we are awaiting our returns via direct deposit, which is also the fastest, and then bye-bye big chunks of debt, overdue car repairs and old hole-y jeans!
Instead of splitting our returns right down the middle we're making a list of all the things we want and need at this moment like paying the annual car insurance and settling a credit card. Then, we should have a bit of spending money to go buy fun stuff! I can't wait to buy jeans and some fabric for OFW!

Have you filed yet?!

4 comments:

Heather said...Reply to comment

We also file early and are happy that we'll get a refund this year, unlike last year when we had to pay. Filing jointly is so easy, especially since I let me husband handle it -- ha ha!

Emilypf said...Reply to comment

Thank you for this insight... no we haven't yet, as we are still figuring out AL's independent and contract graphic design stuff.This was a very useful/ inspiring post!

Unknown said...Reply to comment

Gonna submit mine tomorrow! First year of JOINT! WOOT! And I have to say WOW!!! With my hubby coming off of GI Bill,no taxable income so it REALLY paid off - extra $5k for me! woot! miss ya!

hugs! Kim @ Party Frosting!

HiLLjO said...Reply to comment

@Kim that is awesome!!!

@Emily I can imagine that's a bit rough; You still have over a whole month, though!

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Thank you for coming by to read my experiences as a wife and what came before it, as well. My husband Shawn and I were married June 10, 2011 in Omaha, NE! I enjoy sharing my stories and hearing other people's stories so please feel free to share any in the comments (especially dress stories!). I LOVE comments!

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