Thanks for asking your question! I'm sorry to hear about your tax issue and I'm going to try my best to help you understand or resolve it.
Thank you for your question. You and your wife, when filing jointly, will be one taxable entity in the eyes of the IRS. What this means is precisely what she's afraid of - she's paid in through withholdings
, and her withholdings will go towards lowering what you ultimately have to pay in. Your income and your tax withholding is combined.
However, if you filed separately (married filing separately) your overall tax bill would, in most circumstances, be much higher than filing joint. Those are your two options - file separate or joint.
If you just started in November, then you shouldn't have too high of a tax liability from your end of the spectrum this year. However, next year you should make some estimated payments to the IRS so that you don't owe a large amount come tax time.
So, essentially it is possible that what your wife is afraid of is true - she may not get taxes back because her income is added to yours, and her withholding goes to lower what you both have to pay in together.
Please let me know if you have further questions. I'm sorry if this is not optimal in your situation. Thank you for using JustAnswer.com
** Please take a moment to rate my response as "Excellent" so that I may be compensated for assisting you today. Please let me know if my assistance was anything less than "OK Service", as I am compensated based on whether or not I have assisted you with your issue. If you need further clarifications, PLEASE WAIT TO RATE MY ANSWER UNTIL AFTER RECEIVING FOLLOW UP FROM ME. If I receive anything less than OK Service, I do not get paid. Thank you for your kind understanding in this matter. If you have difficulties rating, then simply respond stating that you are having difficulties rating and thank me for my excellent, good, or ok service and we can get the rating applied by the site**