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Investing - Theory, News & General • Widow(er)'s Safe Harbor, 1st year filing single

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You should review the instructions for Form 2210. On page 4 it says: “If you file a 2024 return as single, head of household, married filing separately, but you filed a joint return with a spouse for 2023, your 2023 tax is your share of the tax on the joint return”.

I believe this means, in a community property state at least, the share for 2025 was $5k so $5k. I’m not sure if the share is 50/50 in a non-community property state.

It shouldn’t matter who’s SSN is 1st or 2nd.

Statistics: Posted by martint — Wed Dec 03, 2025 12:51 am — Replies 1 — Views 244



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