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For questions related to marital issues, e.g. filing jointly, sharing finances, etc. For tax questions, please add a relevant country or regional tag as well.

6 votes

Are there hidden financial costs to a marriage of convenience?

the marriage) become hers. … Thus, it's vital that they both generate net worth sheets before the marriage. …
RonJohn's user avatar
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3 votes

Can I keep my HSA if I get on husband's insurance?

(Quite frequently, your spouse's insurance company won't cover you if you're eligible for insurance through your own company.) http://www.benefitspro.com/2011/05/10/think-twice-about-closing-an-hsa H …
RonJohn's user avatar
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1 vote

What debts are both partners liable for in a 'community property' state?

Does this only apply to debts that were taken on during marriage Yes or to all debts of both partners? No. … The important thing to remember is that it's both debts and assets acquired during the marriage which are shared. …
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1 vote

Pending divorce for all of 2017 while self employed. Will I force my ex to itemize?

How can the IRS make our taxes correlate with each other when my ex won't even speak to me and I haven't seen her in over a year? Go through your lawyers. (That's what they get paid for.) Do …
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3 votes

What are the financial implications of merging my wife's bank and investment accounts with m...

It's very important to get a documented tally of the assets and liabilities that each of you brought into the marriage. …
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4 votes
Accepted

Married Mid-Year, Tax Liability Now Paid

In this case, the IRS cares about: reasonable tax estimates (that's why they penalize you for underpayment), and getting paid on time (thus the payroll withholding). I would crank up the withholdi …
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