Change Filing Status Income Tax Question

Change Filing Status Income Tax Question

Change Filing Status Income Tax Question

I have been filing married filing joint for over 40 years.


Can I change to head of household and my wife to married filing separate?

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Changed Jobs

I changed jobs in May 2010. When I file each W2 I get a refund, but when I file them together I have to pay. I have checked and the combined sum doesn't push me into a new tax bracket. Is there some step I am missing?

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Changing Jobs/ IRA Deductions

From January 1st to December 5th 2011, I was not covered by a retirement plan through my employer. During this time I contributed to a traditional IRA. Starting December 5th, I started a new job and began receiving retirement benefits through my employer.

Am I still able to deduct the money I contributed? My income falls above the income range, so if I can't claim it because of my former job, none of it would be deductible.

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Changing Tax Status With Employer To Exempt

by Maureen
(Queens, NY, USA)

I'm considering changing my tax status for a few months with my present full time employer from 2 (married filing jointly) to exempt. My husband is disabled and we need extra money coming in. I want to know is it legal and for how long can I do it for? Also when I file exempt does that stop FICA and Medicare taxes from being taken out of my paycheck, or just the federal income tax? Is there a separate form I should be filling out to stop the FICA and Medicare withholding as well? I assume that I will have to pay back the money that wasn't withheld on my tax return filing in 2011.

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Elder Care by "Family" Member

My elderly mother, with dementia, lives with my sister, who works 3 days a week. My sister's granddaughter's mother, who has been living with my nephew for many years, sometimes stays with Mom when no one else is available. My sister pays her to do this but it is not on any schedule.

Some weeks it can be for several hours, others only a few or none. Is this a household employee or 1099 situation? I am wondering if there are any special circumstances for "family" doing family care?

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Name Change

I got married since I bought my home which qualifies for a homebuyer credit and all docs have my maiden name. Should I submit change of name proof with my IRS tax return.

Thanks for the question.

The IRS will be looking for your name to match your social security number, so just make sure that your social security number is showing the correct current name and you should be fine.

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