TurboTax MFJ vs MFS Analysis
Budget: $250 – $750 USD
I want a clear, data-driven comparison of Married Filing Jointly versus Married Filing Separately tax rates for a typical middle-income household, all built directly in TurboTax. This is for both Federal and New York State.
Must use my existing TurboTax account - I will give you the login information and be available for any 2 step verification. Even better if we can screenshare or I can give you access to the program on my computer so I can watch.
For every scenario, checking for and elimination of errors must be done.
After MFJ is completed, multiple MFS scenarios need to be run.
Consideration of minor dependents (which spouse?) must occur in each scenario. Different treatments of mortgage interest and real estate tax must also occur.
The primary deliverable is a table of every scenario which shows:
Federal and State Tax amounts due for EACH spouse in the various MFS scenarios as well as the totals
In order to compare to the MFJ figures
I already use TurboTax, so I want you to access the information I already uploaded so I don't have to duplicate any work.
Looking forward to a concise, professional comparison that helps me decide which filing status is most advantageous.
Must use my existing TurboTax account - I will give you the login information and be available for any 2 step verification. Even better if we can screenshare or I can give you access to the program on my computer so I can watch.
For every scenario, checking for and elimination of errors must be done.
After MFJ is completed, multiple MFS scenarios need to be run.
Consideration of minor dependents (which spouse?) must occur in each scenario. Different treatments of mortgage interest and real estate tax must also occur.
The primary deliverable is a table of every scenario which shows:
Federal and State Tax amounts due for EACH spouse in the various MFS scenarios as well as the totals
In order to compare to the MFJ figures
I already use TurboTax, so I want you to access the information I already uploaded so I don't have to duplicate any work.
Looking forward to a concise, professional comparison that helps me decide which filing status is most advantageous.