Taxing Questions — and Some Answers
I dislike filling out tax forms, and am lucky to have a spouse who actually kind of enjoys it. (She was a financial advisor for a while.) This year is tricky for us, however, since we are married in our state and must now fill out federal tax forms as “married” for the first time. In a way, it’s easier than doing the three federal forms we had to fill out in previous years — one for each of us as “single” and a “dummy” married one that we used to complete our state (married) form — but it raises its own set of questions. For same-sex couples married but living in states that don’t recognize their marriages, the questions may be even more complicated. Luckily, there’s help out there.