Newlyweds Tax Tips

This handout outlines some of the steps taxpayers should take once they become married. It explains how to handle tax filing requirements as well as personal things such as notifying financial institutions.

HIGHLIGHTS: 

  1. Notify the Social Security Administration.

  2. Name change.

  3. Withholding changes with employer.

  4. Tax filing status.

  5. Tax projection.


CLIENTS WHO MAY BENEFIT:

  1. Taxpayers who have been recently married.

  2. Taxpayers who will be married by the end of the tax year.

Planning & Life IssuesClare FazackerleyPlanning, Marriage