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SAME SEX MARRIED TAX FILERS AFTER WINDSOR
AND OBERGEFELL
Robin Fisher (U.S. Treasury), Geo Gee (U.S. Treasury), and Adam Mooney
(UrbanBrookings Tax Policy Center)
February 28, 2018ABSTRACT
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How to fill out same-sex married tax filers

How to fill out same-sex married tax filers
01
Start by obtaining all the necessary tax documents, such as W-2 forms, 1099 forms, and any other relevant income or deduction documents.
02
Determine your filing status as 'Married filing jointly' if you and your spouse are legally married.
03
Gather the required information about both spouses, including Social Security numbers, full names, and dates of birth.
04
Calculate your combined income and deductions. Add both spouses' incomes together and determine any eligible deductions or credits.
05
Use the appropriate tax forms and schedules to report your income and deductions accurately. Fill out all the necessary sections and provide any supporting documentation as required.
06
Double-check your entries for accuracy and completeness.
07
Sign and date the tax return.
08
File the tax return electronically or mail it to the appropriate tax authority.
09
Keep a copy of your tax return and any supporting documents for your records.
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If you have any specific questions or need further assistance, consult with a tax professional or refer to the IRS guidelines for same-sex married tax filers.
Who needs same-sex married tax filers?
01
Same-sex married couples who are legally recognized as married by their state or jurisdiction.
02
Individuals who want to take advantage of the tax benefits and filing options available to married couples.
03
Anyone who wants to ensure their tax returns accurately reflect their marital status and adhere to the applicable tax laws.
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