Post # 1
- Wedding: April 2014 - Courthouse
My fiancé is starting a job within the next couple weeks atleast by the end of March and will be required to fill out a w-2. We are getting married April 25th so he’s going to have to change it again! Should he file as married or file as single at first then change it to married after we’re married? I will change mine too but won’t need to do it until we get married since I have the same job.I’m just confused since it will be such a short amount of time in between. He has a meeting with human resources on Tuesday but I figured I would go ahead and ask you lovely people:)
Post # 2
Your 2014 income tax return will be filed as married – filing jointly, and can be, even if the couple doesn’t marry until December 31, 2014. Therefore, all the income you earn in 2014 will be taxed at the rates of MFJ. Tell him to fill out the W-4 with MFJ. You don’t have to wait until after April 25th.
P.S. I’m a retired CPA.
Post # 3
- Wedding: November 2013 - St. Augustine Beach, FL
PABride: Excellent advice but that is to be expected from a CPA. 🙂
Post # 4
And, as an HR person…filling out a new W4 is no big deal. It would take about two seconds and he/you can even print and fill out the w4 then drop it off (just google “w4 form”). Some people make adjustments to their w4s about once a month! Also, single withholdings are higher than married, so (depending on how you look st it), if he remains single its nbd, you’d just get a bigger refund/owe less.