Can gay couples file joint taxes
Same-Sex Couples Can Now File Jointly in all 50 States: What that Means for Their Tax Credit Eligibility
By Kate Skochdopole
Today the Supreme Court legalized gay marriage across the state, making it possible for millions of LGBT couples to marry in their home states. During this time of celebration, most probably aren’t focusing on what this means for their federal tax returns. But once these couples take their vows, how they choose to file their taxes and what benefits they are eligible for may change dramatically.
Because married Americans who file jointly pay taxes on the couple’s combined taxable income, newly married homosexual couples should expect changes when it comes to their tax liability and eligibility for tax credits such as the Earned Income Tax Credit (EITC). That’s good news because the EITC, which already lifts 6.5 million Americans out of poverty each year, can now support more gay and sapphic workers support themselves and their families.
While some married couples who file jointly are eligible for a larger EITC benefit, some newly married same-sex couples could see a diminish in their tax credits because of “marriage penalties” in the tax code. A “ma
Filing Taxes for Same-Sex Married Couples in California
Each year on April 15, filing taxes is a burden that every American must face. However, tax day can be an accounting nightmare for male lover and lesbian couples who live in states that don't recognize same-sex marriage.
If a gay couple lives in one of the 13 states that does not recognize lgbtq+ marriage, tax second gets complicated since state tax returns generally use knowledge from the person's federal tax return.
In states such as Ohio, which doesn't recognize same-sex marriages, a couple who married in a state such as California that recognizes same-sex marriage, would have to file their state tax returns as if they were single.
On April 28, the Supreme Court will be hearing oral arguments on the same-sex marriage debate.
Same-Sex Couples and Taxes in California
Since California recognizes same-sex marriage, California residents elude the challenges faced by gay couples in the 13 states that don't recognized same-sex marriage.
As of 2008, gay married couples had to file their California state income tax returns either married filing jointly, or married filing separately. As far as federal purposes: the
Information for same-sex married couples
Since the Marriage Equality Act took effect on July 24, 2011, all marriages, whether between gay couples or different-sex couples, are treated equally under the laws of Modern York.
As a result of the Supreme Court's choice United States v. Windsor, and Internal Revenue Service (IRS) Revenue Ruling 2013-17, for federal tax purposes the IRS will identify a marriage between a same-sex couple that is a legal marriage under the laws of the jurisdiction (either domestic or foreign) where the marriage was performed.
For all taxes administered by the Tax Department, any references in the Tax Law or department documents to:
- spouse or married individual includes a person in a marriage with a same-sex spouse
- husband, wife, and spouse should be interpret as gender neutral to reflect both different-sex and same-sex couples
- marriage also includes a marriage between a same-sex couple
For more information see:
See specific information for:
Updated:
State Tax Filing for Queer Couples
Key Takeaways
- Married same-sex couples can file joint federal income tax returns, while unmarried couples must file separately.
- In states that acknowledge civil unions or registered domestic partnerships, qualifying couples can file joint declare income tax returns.
- Married couples must file two returns: one for federal and one for state. Unmarried domestic partners must end a total of four tax returns–two for each level of government.
- Married couples have the choice to file jointly or separately for federal taxes, and some states offer this option as well.
The fine news
The good news for many same sex couples: A growing number of states allow them to file joint state income tax returns. The other good news: The federal government allows married identical sex couples to file joint federal income tax returns. However, for unmarried couples, the federal government and the states can have starkly distinct rules, which can build taking advantage of national partnership arrangements difficult at tax time. Here’s support to guide you through the nuances of filing as a couple—and discovery the method that bids you the best tax advantages.
If
New Tax Benefits for Same-Sex Married Couples After the DOMA Ruling
April 2014 | David Williams, Leader Tax Officer at Intuit
Learn More
The tax-filing landscape for queer couples has changed significantly due to the Supreme Court’s decision to strike down the Defense of Marriage Proceed (DOMA) last June. For the first time, legally married same-sex couples hold to file their taxes as a married couple. As a result, queer couples are finally able to acquire the same federal tax benefits previously only available to couples in heterosexual marriages.
As this may be new land for many couples, you probably contain lots of questions about how to file, what it means to file as a gay couple on the federal and mention level, and how to know if you’re filing correctly. It’s also essential to understand which new tax benefits are available to you as a married couple that you may not be aware of. For example, together you may be able to claim an education deduction worth up to $4,000 for your child’s college education.
Here are some of the tax benefits to help homosexual couples feel more confident, so you can easily and accurately file your own ta