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Taxes Question

posted 5 months ago in Newlyweds
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    littlemissvintage    November 11, 2011   Providence, RI

    I feel so silly for asking this question but I'm not really sure what to do!

     

    We just got married a little over a month ago. I haven't change my name yet due to money being tight and not being able to afford copies of our marriage certificate.  I'm not really sure as to whether or not I should be changing my filing status yet. I'm really confused because people keep telling me different things. If anyone can point in the right direction, it would be extremely helpful :)

     
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    philabride2bee    August 2011  

    Your filing status is married, and use your maiden name on the tax forms since your social security and W2 will still be with that name.

    ETA: You will have the choice as to whether to file as "married filing jointly" or "married filing separately." That will be you and your husband's choice based on the specific details of your finances and you'd use whichever computes lower taxes.

     
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    tksjewelry    June 25, 2011   Omaha

    I never changed mine either.  It really will not matter that much, it only changes the amount they are withholding not the amount you have to pay come April.  I would just change it at the beginning of the year. 

     
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    hisgoosiegirl    June 18, 2011  

    If you have a marriage certificate, you are married, but you will either file jointly or separately. 

    How much are certficate copies? I think we got one for $15. DMV, Social Security, didn't keep the copy, they just needed to see it, so you should be able to just get one. 

     
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    philabride2bee    August 2011  

    @tksjewelry - I don't believe that is accurate, or at least not in all cases, as the tax tables and deduction rules differ when married.

     
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    libby328    September 10, 2005   Minnesota

    UM I have been married for 6 years now and still have not changed my ss card! (I know real lazy) any way I have never had an issue when filing our taxes! Good luck

     
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    MissMaryMc    September 22, 2012   Washington, District of Columbia

    You'll be filing for the tax year 2011, so I would assume you'd file separately since you weren't married until recently.

    But you should ask an accountant to be sure.

     
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    Dub D    May 25, 2013   La Mirada (ceremony), Long Beach (reception)

    @littlemissvintage:  You can still file jointly and use your maiden name.  I have a lot of clients who do that.

    Rule of thumb - Whatever your status is at 12/31/2011, is your status for the tax return.  Whether or not you can afford copies of our marriage license, it still exists in the records, right?

     
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    misspeanut    December 10, 2011   Dallas, TX

    @MissMaryMc: If you're married on the last day of 2011, you're considered married the whole year for tax purposes.

    You are officially married, so your status needs to be married, filing either jointly or separately. As for your name, your company submits your W2 to the SS administration, so if you haven't changed your name with them yet, use your maiden name on the tax forms.

     
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    MissAsB    June 6, 2009   Married in CO, Living in AL

    I wouldn't worry about changing your W4 for this year, but go to payroll and do it for the new year so you don't have too much withheld.  Usually, the spouse that is making more should take the deductions on the W4 and the spouse that makes less should take none.  That makes it so you pay your taxes pretty close to the amount due instead of overpaying too much.

    When you file next year, you need to file as married filing jointly or married filing seperately.  Usually jointly is best for most people.  You are considered married for the entire year if you get married on 12/31.

    But you can file with whatever name you have now, you are still considered married.

     
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    oracle    October 23, 2010   Los Angeles

    I didn't change my name.  The tax man doesn't care about your name.  Your SSN will be on there and all they care is about your filing status (just check the box).

     
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    kolsen206    August 5, 2011   Seattle, WA

    i am an accountant and if you are married for 1 day during the tax year (2011), you must file either "married filing jointly" or "married filing separately". you cannot file single.  it doesnt matter if you changed your last name or not. we have several clients with different last names that are married.

     

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