Do you get a tax break for being married?

posted 3 years ago in Money
Post # 3
9137 posts
Buzzing Beekeeper
  • Wedding: November 2013 - St. Augustine Beach, FL

@lampshade:  It really depends on whether you get tossed into a higher tax bracket once married and whether you both are claiming dependents.  I looked into our situation and we should actually get a tax break this year since we both claim zero and our combined income is below the the next income cutoff.  But we won’t know for sure until early February when we file our taxes.  If you really want to know take your most recent pay stubs and last year’s tax returns to a CPA to discuss whether you will be subject to the marriage penalty.

Post # 4
9412 posts
Buzzing Beekeeper

Depends on your income and situation. We sure as hell don’t. We pay more. 

Post # 5
6455 posts
Bee Keeper
  • Wedding: June 2013

I don’t think the poor one automatically brings the rich one to the lower bracket. It really depends on what you are each making. We ended up not getting a break and also not paying more. 

Post # 6
3077 posts
Sugar bee
  • Wedding: February 2015


This doesn’t take into account everything but it helps! I plugged in possible numbers for us and it looks like we would get a benefit. I think we’ll likely always get a benefit, even though it’s small, because I’ll make half of what my SO makes pretty consistently as we age.

Post # 7
10454 posts
Sugar Beekeeper
  • Wedding: January 2011

It didn’t make a difference for us.

Post # 9
6073 posts
Bee Keeper
  • Wedding: August 2012

@lampshade:  Apprently it also depends on which state you live in!  Not all states have this marriage penalty:


I was in the 17% tax bracket, so was H, but then when we married, we got bumped to the 25% tax bracket filing jointly.  We put a lot into pre-tax retirement accounts, so even though we’re approaching the 28% bracket if H gets a raise, those pre-tax contributions will keep us hovering in 25% for a long time.

However, even in my poorest years and college student years, I never owed more than $200 but usually got money back (single, withholding 1).  Maybe change your withholdings?  I made less than $30k for most of my working career!


I’ve read that when someone rich marries someone poor, the poor person brings the rich one to a lower tax bracket, but we both make absolute shit for money.

Joint incomes fall into their own bracket which has different ranges than single brackets, But if you’re in the 15% now, then adding yours and your H’s together you’d probably still bein the 15%.  Check out this table:

Read more: 


Post # 10
4076 posts
Honey bee
  • Wedding: November 1999

@lampshade:  On thing you can do is try a tax website like HR Block or Turbo Tax. Just fill i your info as single, then as married, and see if there is a big difference. Keep in mind there are often lst minute tax laws passed that may not go through until Jan to be updated in the software, but it will give you a basic idea.

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