Filing as a Married Couple Has No Benefits!!
Sorry for the clickbait title, I hope it brought some bright minds here :)
I just got married in January, I'm a high earning W2 employee. My wife meets the criteria for Real Estate Professional for a portfolio of rentals in an LLC she fully owns. We hired a new accountant for taxes this year, and we asked about planning to file jointly for 2026, he said there's no benefit to do so. She has student loans too, and he said this would impact the amount she'd have to repay each month and/or the interest on it.
I always thought I'd heard that filing jointly with someone as a RE Professional would get us a bunch of the W2 tax money back at the end of the year...or I had on happy ears and heard something very diffrent.
Any thoughts?
Most Popular Reply
Why did they say there was no benefit to file jointly? Have you also gotten a second opinion?
- Chris Seveney
