I just filed taxes for 2025 and my filing status is Single. I will be getting married this year, so for 2026 my partner and I will be selecting Married Filing Jointly for our taxes. I currently have a 1099 job where taxes aren’t withheld, and I am wondering how the safe harbor rules would apply in this situation. I know the rules are that you either pay 100% of last year’s total tax or 90% of the current year’s tax (110% if AGI > $150,000) to avoid an underpayment penalty. But if we both filed our taxes as Single last year, does the safe harbor apply to our combined incomes last year or would it only apply to my own tax burden?

    Safe Harbor rules clarification
    byu/ajkah2397 intax



    Posted by ajkah2397

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