{"id":54318,"date":"2024-06-25T08:00:00","date_gmt":"2024-06-25T13:00:00","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=54318"},"modified":"2024-06-18T10:59:38","modified_gmt":"2024-06-18T15:59:38","slug":"tax-checklist-for-newlywed-clients","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/tax-checklist-for-newlywed-clients\/","title":{"rendered":"Tax checklist for newlywed clients"},"content":{"rendered":"\n<p>Newlyweds can make their tax filing easier in various ways. A taxpayer&#8217;s marital status as of Dec. 31 determines their tax filing options for the entire year, but that&#8217;s not all newlyweds need to know.<\/p>\n\n\n\n<p class=\"has-large-font-size\"><strong>Report a name change<\/strong><\/p>\n\n\n\n<p>Report any name changes to the Social Security Administration (SSA). The name on a person&#8217;s tax return must match what\u2019s on file at the SSA. If it doesn&#8217;t, the discrepancy could delay any tax refund. To update information, taxpayers should file <a href=\"https:\/\/www.ssa.gov\/forms\/ss-5.pdf\" target=\"_blank\">Form SS-5<\/a>, <em>Application for a Social Security Card<\/em>.<\/p>\n\n\n\n<p class=\"has-large-font-size\"><strong>Update your address<\/strong><\/p>\n\n\n\n<p>Notify the U.S. Postal Service, employers, and the IRS of any address change. To officially change their mailing address with the IRS, taxpayers must compete and submit&nbsp;<a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/f8822.pdf\" target=\"_blank\">Form 8822<\/a>, <em>Change of Address<\/em>. See page 2 of the form for detailed instructions.<\/p>\n\n\n\n<p class=\"has-large-font-size\"><strong>Check withholding status<\/strong><\/p>\n\n\n\n<p>Newly married couples must give their employers a new&nbsp;<a href=\"https:\/\/lnks.gd\/l\/eyJhbGciOiJIUzI1NiJ9.eyJidWxsZXRpbl9saW5rX2lkIjoxMjksInVyaSI6ImJwMjpjbGljayIsInVybCI6Imh0dHBzOi8vd3d3Lmlycy5nb3YvZm9ybXMtcHVicy9hYm91dC1mb3JtLXctNCIsImJ1bGxldGluX2lkIjoiMjAyNDA2MTAuOTYwMjgxNTEifQ.6HJyCrW8AF4w6QXtAAo8mt1QYjQc97x2jXZ6dQTuLT0\/s\/2937781287\/br\/243898346555-l\" target=\"_blank\" rel=\"noreferrer noopener\" target=\"_blank\">Form W-4, Employee&#8217;s Withholding Certificate<\/a>, within 10 days. If both spouses work, they may move into a higher tax bracket or be affected by the&nbsp;<a href=\"https:\/\/lnks.gd\/l\/eyJhbGciOiJIUzI1NiJ9.eyJidWxsZXRpbl9saW5rX2lkIjoxMzAsInVyaSI6ImJwMjpjbGljayIsInVybCI6Imh0dHBzOi8vd3d3Lmlycy5nb3YvYnVzaW5lc3Nlcy9zbWFsbC1idXNpbmVzc2VzLXNlbGYtZW1wbG95ZWQvcXVlc3Rpb25zLWFuZC1hbnN3ZXJzLWZvci10aGUtYWRkaXRpb25hbC1tZWRpY2FyZS10YXgiLCJidWxsZXRpbl9pZCI6IjIwMjQwNjEwLjk2MDI4MTUxIn0.fvaSh34gUW7JhvV5YJp2Uh0fLCdsButOrx0JcCdalj4\/s\/2937781287\/br\/243898346555-l\" target=\"_blank\" rel=\"noreferrer noopener\" target=\"_blank\">additional Medicare tax<\/a>. They can use the&nbsp;<a href=\"https:\/\/lnks.gd\/l\/eyJhbGciOiJIUzI1NiJ9.eyJidWxsZXRpbl9saW5rX2lkIjoxMzEsInVyaSI6ImJwMjpjbGljayIsInVybCI6Imh0dHBzOi8vd3d3Lmlycy5nb3YvaW5kaXZpZHVhbHMvdGF4LXdpdGhob2xkaW5nLWVzdGltYXRvciIsImJ1bGxldGluX2lkIjoiMjAyNDA2MTAuOTYwMjgxNTEifQ.y3Ot2x1w8awGzWTihhQV49LdlQcxTx64L8aK3jbdihM\/s\/2937781287\/br\/243898346555-l\" target=\"_blank\" rel=\"noreferrer noopener\" target=\"_blank\">Tax Withholding Estimator<\/a>&nbsp;on IRS.gov to check their withholding and for help completing a new Form W-4.<\/p>\n\n\n\n<p class=\"has-large-font-size\"><strong>Review your filing status<\/strong><\/p>\n\n\n\n<p>Married people can choose to file their federal income taxes jointly or separately each year. While filing jointly is usually more beneficial, it&#8217;s best to figure the tax both ways to find out which makes the most sense. Taxpayers should remember that if a couple is married as of Dec. 31, the law says they&#8217;re married for the whole year for tax purposes.<\/p>\n\n\n\n<p class=\"has-large-font-size\"><strong>Beware of scams<\/strong><\/p>\n\n\n\n<p>All taxpayers should be aware of and avoid tax scams. The IRS will never contact a taxpayer using email, phone calls, social media or text messages. First contact generally comes in the mail. To find out if they owe money to the IRS, taxpayers can\u00a0<a href=\"https:\/\/lnks.gd\/l\/eyJhbGciOiJIUzI1NiJ9.eyJidWxsZXRpbl9saW5rX2lkIjoxMzIsInVyaSI6ImJwMjpjbGljayIsInVybCI6Imh0dHBzOi8vd3d3Lmlycy5nb3YvcGF5bWVudHMveW91ci1pbmRpdmlkdWFsLW9ubGluZS1hY2NvdW50IiwiYnVsbGV0aW5faWQiOiIyMDI0MDYxMC45NjAyODE1MSJ9.5SuU4vrxkxU5Q3I6vUd9HTjnmeKPXWySRufHE77sGPM\/s\/2937781287\/br\/243898346555-l\" target=\"_blank\" rel=\"noreferrer noopener\" target=\"_blank\">view their tax account<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Get a quick list of tax tips for your clients who are getting married, and be sure to share this list with them.<\/p>\n","protected":false},"author":104275893,"featured_media":54413,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[509474089],"tags":[7649,296150],"intuit_collection":[],"intuit_series":[],"coauthors":[509474241],"class_list":["post-54318","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tax-law-and-news","tag-irs","tag-life-changes"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - 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