< Back to IRS

Newly married, name change & stepchild - Best filing status for 2024?

Just got married and changed my name with social security. Trying to figure out the best way to file taxes with my husband. We have my child from previous relationship and our child together. Should we file separately or jointly? And who can claim which kids?

Raj Gupta

Filing jointly is usually the better option for most married couples. You'll typically get better tax benefits. Just make sure your name change is properly processed with SSA before filing (can take 2-3 weeks). Both kids can be claimed on a joint return as your husband is now a stepparent to your child.

0 coins

-

Ava Williams

How long should I wait after the name change before filing? Don't wanna mess anything up 😬

0 coins

-

2M

Raj Gupta

Give it at least 2 weeks after you get your new SS card. You can check the status on ssa.gov

0 coins

-

2M

Lena Müller

Hey! I actually ran into this exact situation last year. The best way to figure this out is using taxr.ai - it analyzes your specific situation and tells you which filing status will get you the biggest refund. It costs $4.99 but saved me thousands by showing the optimal way to file. Check it out: https://taxr.ai

0 coins

-

TechNinja

Does this really work? Sounds too good to be true tbh 🤔

0 coins

-

2M

Lena Müller

100% legit! It showed me I could claim additional credits I didn't know about. The AI breaks down everything super clearly

0 coins

-

2M

Keisha Thompson

Just tried it myself - absolutely worth the 5 bucks! Showed me exactly how to handle my stepkid situation 💯

0 coins

-

2M

Paolo Bianchi

in the same boat rn! make sure ur ex isn't still trying to claim ur kid tho, that can cause major headaches with the irs

0 coins

-

Ava Williams

omg didn't even think about that! ty for heads up

0 coins

-

2M

Yara Assad

Married filing jointly is the way! My husband and I did MFS our first year and totally struck out on some good deductions lol. Learn from our mistake 🤦‍♀️

0 coins

-

Olivia Clark

Quick tip: print out ur social security card with new name and keep it handy when filing. Makes life easier trust me

0 coins

-

Ava Williams

good idea! gonna do that rn

0 coins

-

2M

Javier Morales

anyone else notice how the irs website is absolute trash for checking if ur name change went thru? 🤡

0 coins

-

Natasha Petrov

fr fr its like they're stuck in 1995 💀

0 coins

-

2M