Question

Tax filing status

Forum|Forum|1 year ago
December 31, 2024
2 replies
0 views

Dear Tax Consultant

I am going to live and work on w2 in Illinois throughout 2025 while my wife lives and works on w2 in Arizona with our one dependent son . So far we have been living and filing taxes together in AZ as MFJ ( both Fed and AZ State ).

As I need to choose the proper status in my new W4 in 2025, I need to your advise if it is fine to choose MFS for both of us in our respective w4 OR MFJ is still a better choice for both of us. Also what is the filing requirements for both of us in AZ and/or IL. Please advise. Thank you!

Regards

Rangarajan Krishnan

TurboTax Home & Biz Windows

B

Bsch4477

You can still file jointly and that’s almost always the better choice. Filing requirements for each state can be found on their respective websites.

T

TomD8

Two things to be aware of:

The filing status you use on your W-4 is strictly for tax withholding purposes. You are not obligated to use the same filing status on your actual tax return that you used on your W-4.

Arizona is a community property state. If you file MFS in AZ, you must split your wife's income between your two AZ returns.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.