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Tax

Apr. 1, 2015

California Lawyer Archives - Expert Advice: The Perils of Filing Jointly

Most married couple file a joint return, but it's not always the best strategy.

Robert W. Wood

Managing Partner
Wood LLP

333 Sacramento St
San Francisco , California 94111-3601

Phone: (415) 834-0113

Fax: (415) 789-4540

Email: wood@WoodLLP.com

Univ of Chicago Law School

Wood is a tax lawyer at Wood LLP, and often advises lawyers and litigants about tax issues.

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For newlyweds as well as for those who've been happily married for decades, it pays to think carefully about your tax filing status. Approximately 95 percent of all married couples file jointly, but in certain cases that may be shortsighted.

Filing Options

The five basic filing choices for taxpayers are: single; married filing jointly; married filing separately; head of household; and qualifying widow(er) with dependent child.

Marital status for...

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