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04/11/2012

An actual conversation I just had about #TaxDay inequalities

by Jeremy Hooper

[::ring,ring::]

Tax preparer: Hi, is this Jeremy?

Jeremy: Yes, this is he

Preparer: Hi, Jeremy, this is [name redacted]. So I've finally done your and Andrew's taxes. Since this is the first year that you two have the ability to file a joint return in New York state, as an experiment, I tested it both ways—trying you as both "married filing jointly" and "married filing separately" just to see the difference.

Jeremy: Oh yeah?

Preparer: Yeah. So if I file you individually in the state, you two will owe about 2,000 dollars.

Jeremy: Blech.

Preparer: But if I file you as a married couple in the state, you will only owe 365.

Jeremy: Whoa!

Prepare: Yeah, so, congratulations on that. Maybe in the next year or two we can finally do a joint federal return too.

Jeremy: A tax-paying citizen can dream.

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