Yay, I’m done with my taxes. I had started my federal return a while ago, and today went back to it and filed electronically. Then I filed my California return electronically as well. The state return was convenient, especially since I didn’t have any differing federal vs. state adjustments to reconcile, but some of the state e-file instructions were confusing. If I had followed the “enter amount from line X from Form 1040” kind of instructions blindly without also reading some of the regular form instructions on their site, I would’ve over-reported a big subtraction to my income.
My first inkling something was wrong was when it said that I qualified for a renter’s credit (which I normally don’t qualify for) and that I was expecting a full refund of all my state tax withholding! I wish! But I went back a few pages, saw what was going on, and changed some of the numbers. I’m getting a small refund. Good enough.
Next year’s process for this tax year will be interesting. Thom and I became registered domestic partners this year, and in California RDPs must file with the same status as married couples. OK, fine. But of course the federal government doesn’t recognize same-sex couples, so we will both have to file as single there and also create a draft “married” tax return on which to base our state taxes. Fun!
Factoid: As an example of the non-recognition, health insurance premiums for partners are federally taxed (where they otherwise wouldn’t be for married spouses); at least California doesn’t tax this, since tax treatment of registered domestic partners is basically equal to that of spouses.
Well, we’ll cross that bridge when we get to it. For now, I’m going to enjoy anticipating my refunds and stimulating the economy.