Tax-Time Reminder: Insurance Premiums For Same-Sex Spouses Are Not W-2 Income

Tax season is upon us again and although the process is slowly becoming more streamlined for married same-sex couples, there are still some additional things to consider when filing your 2014 income taxes and, possibly, amending prior year returns. Last year, the IRS issued an Information Letter which provided married same-sex couples with guidance and instructions … Continue reading Tax-Time Reminder: Insurance Premiums For Same-Sex Spouses Are Not W-2 Income

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The Financial Effects of the Downfall of DOMA on Married Same-Sex Couples

There are sure to be many financial ramifications for married same-sex couples across the United States after the Supreme Court’s decision this summer in the case of United States v. Windsor striking down Section 3 of the federal Defense of Marriage Act (DOMA), which had defined marriage federally as being between one man and one … Continue reading The Financial Effects of the Downfall of DOMA on Married Same-Sex Couples

Two Months After SCOTUS’s Landmark DOMA Ruling: Who is Married?

In June, 2013, the United States Supreme Court declared Section 3 of the federal Defense of Marriage Act (DOMA), to be unconstitutional in the landmark case of United States v. Windsor 570 U.S. ___ (2013) (Docket No. 12-307).  As a result, the federal government must treat same-sex married couples and opposite-sex married couples equally in its … Continue reading Two Months After SCOTUS’s Landmark DOMA Ruling: Who is Married?

Amid Constitutional Challenge, A Chance For Same-Sex Couples to Recoup Overpayments in Taxes

Last week, the United States Supreme Court heard two very important cases concerning the federal rights and benefits of LGBT individuals throughout the country.  In particular, the case of Windsor v. United States presents a very real opportunity for the Supreme Court to consider and possibly to strike down the Federal Defense of Marriage Act … Continue reading Amid Constitutional Challenge, A Chance For Same-Sex Couples to Recoup Overpayments in Taxes

Social Security Benefits and DOMA: Know Your Rights, Protect Your Benefits

As we all know, the Defense of Marriage Act disqualifies same-sex married couples from the innumerable federal benefits of marriage, including social security benefits.  At least two federal lawsuits are challenging the legality of DOMA, one of which is presently before the United States Supreme Court. Boston-based GLAD (Gay & Lesbian Advocates & Defenders) has … Continue reading Social Security Benefits and DOMA: Know Your Rights, Protect Your Benefits

Tax Alert: Same-Sex Couples Should Demand Federal Adoption Credit

As individuals and families throughout the country begin to prepare and file tax returns for 2011, tax experts seem to agree that same-sex couples with children may be ignoring a significant tax benefit -- the federal adoption credit. Specifically, married and unmarried taxpayers who "adopted" their partner's child in order to establish a legally enforceable … Continue reading Tax Alert: Same-Sex Couples Should Demand Federal Adoption Credit