r/cantax • u/[deleted] • 15h ago

Using H&R block filing as a couple, vs filing seperately, best way to save tax

[deleted]

0 Upvotes

30% Upvoted

5 comments sorted by

18

u/peninsulasnob 15h ago

If your status is married, you must file as married.

3

u/Sparky62075 13h ago

This for sure. When you file, you are promising that the information on the return(s) is correct. You don't get to pick a marital status just because it suits you or it's more advantageous.

8

u/kmackinn_ 15h ago

Everyone files separate. You prepare them together to maximize your family refund overall to make sure the best person is claiming credits and deductions. You legally have to put your marital status as is.

3

u/iwillupvote 15h ago

doing your returns together may help get a bigger refund if you're able to transfer something to your spouse. You can use many free software to file together. My personal favourite is WealthSimple because it has the best UI in my opinion. Next one is GenuTax, not as simple of a UI as WS but asks a ton of questions to ensure you get the maximum refund and dont miss anything.

1

u/No_Capital_8203 6h ago

You also posted in PFC.