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Old 03-09-2022, 08:29 PM   #12468
Jenson71 Jenson71 is offline
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Join Date: Oct 2003
Location: United States
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Quote:
Originally Posted by Buehler445 View Post
You at least get to deduct the Traditional IRA payments.

Why are you filing MFS? I’ve honestly never heard a good reason not to.
It's the only reason I know of: income based repayment plans for student loans will consider all income if filing jointly; or just the borrower's income if filing separately. So if the spouse/non-borrower has a relatively similar income or greater income compared to the borrower in repayment, it can really "inflate" the monthly payment requirement, to the point where even the advantages of MFJ are negated.
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