6 Things Newlyweds Need to Know About Their First Joint Tax Return
4. You may need an accountant for the first time.
If you and your spouse have been comfortable filing individually without an accountant, filing jointly for the first time shouldn't complicate things too much, Luscombe says. But if you also bought a home or had a child in 2013, your tax picture may be more complicated and warrant professional help.
"Marriage alone doesn't really throw a wrench into things -- it's when you get married and have children that things get more complicated," he says.
Ask yourself: How complicated is your tax life? How complicated is the tax life of your spouse? Bell suggests."If you married someone who has their own business, their own home, and they also give a lot to charity, then it's going to be a complicated return," Bell says. "It's time that you sit down and talk with a professional to look at what this combined lifestyle is going to do to you as a married couple. A professional can help you run those numbers and mitigate any future tax issues."
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