Your Life

Your Life

Major life milestones often have a major tax impact. Changes in your marital status, having a baby or adopting a child can have significant impact on your taxes. This is the place to ask questions about dependents, real estate, and other various scenarios that play a significant role in what taxes you pay.

Posts: 1
Registered: ‎01-19-2014

First year filing jointly

I got married in May 2013.  We decided before getting married that we were going to combine our finances, and that we would both change our info and file together.  Does it matter who the primary taxpayer is on the claim?  Is he always first or does it go by higher earner?

Alumni Associate
Posts: 1,925
Registered: ‎12-13-2013

Re: First year filing jointly

Hello asayers2013, and welcome to The Community.

You can make your own choice regarding who is the "primary" taxpayer and who is "spouse" on your first Married Filing Joint tax return together, but it's important to note that you need to file all future joint returns the same, no matter who made more money or even didn't have any income at all during a future tax year.

I hope this helps. Good luck to you.
Tax Professional (Retired)