---
title: Six Steps To Wedded Taxation Bliss
description: Getting married puts you into a new category of financial planning and taxation. Here are the essentials to get started.
image: https://liprestilaw.com/hubfs/wedding.png
---

[Skip to content](https://liprestilaw.com/the-firm-connection/six-steps-to-wedded-taxation-bliss#main-content)

[![Lipresti Law](https://liprestilaw.com/hs-fs/hubfs/logo-3.png?width=207&height=50&name=logo-3.png)](https://liprestilaw.com/)

- [Home](https://liprestilaw.com/)
- [Attorneys](https://liprestilaw.com/meet-our-team)
- [Careers](https://liprestilaw.com/employment)
- Practice Areas
  
  Show submenu for Practice Areas 
  
    - [Banking/Financing](https://liprestilaw.com/banking-financing)
    - [Bankruptcy](https://liprestilaw.com/bankruptcy)
    - [Capital Markets / Securities](https://liprestilaw.com/capital-markets-securities)
    - [Commercial Real Estate](https://liprestilaw.com/commercial-real-estate)
    - [Corporate/Outside General Counsel Services](https://liprestilaw.com/corporate-outside-general-counsel-services)
    - [Healthcare](https://liprestilaw.com/healthcare)
    - [Intellectual Property](https://liprestilaw.com/intellectual-property)
    - [Mergers & Acquisitions](https://liprestilaw.com/mergers-acquisitions)
    - [Nonprofits](https://liprestilaw.com/nonprofits)
    - [Technology Law](https://liprestilaw.com/technology-law)
- [Blog](https://liprestilaw.com/the-firm-connection)
- [Contact](https://liprestilaw.com/contact)
  
  Show submenu for Contact 
  
    - [Careers](https://liprestilaw.com/employment)

Open main navigation

Close main navigation

- [Home](https://liprestilaw.com/)
- [Attorneys](https://liprestilaw.com/meet-our-team)
- [Careers](https://liprestilaw.com/employment)
- Practice Areas
  
  Show submenu for Practice Areas 
  
    - [Banking/Financing](https://liprestilaw.com/banking-financing)
    - [Bankruptcy](https://liprestilaw.com/bankruptcy)
    - [Capital Markets / Securities](https://liprestilaw.com/capital-markets-securities)
    - [Commercial Real Estate](https://liprestilaw.com/commercial-real-estate)
    - [Corporate/Outside General Counsel Services](https://liprestilaw.com/corporate-outside-general-counsel-services)
    - [Healthcare](https://liprestilaw.com/healthcare)
    - [Intellectual Property](https://liprestilaw.com/intellectual-property)
    - [Mergers & Acquisitions](https://liprestilaw.com/mergers-acquisitions)
    - [Nonprofits](https://liprestilaw.com/nonprofits)
    - [Technology Law](https://liprestilaw.com/technology-law)
- [Blog](https://liprestilaw.com/the-firm-connection)
- [Contact](https://liprestilaw.com/contact)
  
  Show submenu for Contact 
  
    - [Careers](https://liprestilaw.com/employment)

 June 26, 2024

# Six Steps To Wedded Taxation Bliss

![Picture of Nicholas Lipresti, Esq.](https://liprestilaw.com/hs-fs/hubfs/nick-lipresti-02.jpg?width=50&name=nick-lipresti-02.jpg) [Nicholas Lipresti, Esq.](https://liprestilaw.com/the-firm-connection/author/nicholas-lipresti-esq)

Share: [facebook-f icon](http://www.facebook.com/share.php?u=https://liprestilaw.com/the-firm-connection/six-steps-to-wedded-taxation-bliss) [linkedin-in icon](http://www.linkedin.com/shareArticle?mini=true&url=https://liprestilaw.com/the-firm-connection/six-steps-to-wedded-taxation-bliss) [Twitter icon](https://twitter.com/intent/tweet?url=https://liprestilaw.com/the-firm-connection/six-steps-to-wedded-taxation-bliss) [pinterest-p icon](http://pinterest.com/pin/create/link/?url=https://liprestilaw.com/the-firm-connection/six-steps-to-wedded-taxation-bliss) [envelope icon](mailto:?body=https://liprestilaw.com/the-firm-connection/six-steps-to-wedded-taxation-bliss)

You thought the planning was over once you walked down the aisle to say “I do.” But now your new life together has begun and that means you are in a whole new category of financial and tax planning.

Figuring out how to combine your furniture into one home is probably less complicated, but here’s a guide to make it easier. This six-step checklist will guide you through the essential tax-related tasks for newlyweds.

### Report a Name Change

If either spouse has changed their name, it’s crucial to update all necessary records to avoid any issues with tax filings.![wedding](https://liprestilaw.com/hs-fs/hubfs/wedding.png?width=400&height=200&name=wedding.png)

Steps to Report a Name Change:

- Social Security Administration (SSA): 
    - Complete Form SS-5 (Application for a Social Security Card).
    - Submit the form along with your marriage certificate, proof of identity, and proof of U.S. citizenship or lawful immigration status to the SSA office.
    - Once processed, your new Social Security card will be issued.

- IRS: 
    - Ensure that your name with the SSA matches the name on your tax return. The IRS verifies names through the SSA records.
    - If you’ve changed your name after filing your tax return, notify the IRS by sending a signed letter explaining the name change and attaching a copy of the SSA acknowledgment.

### Update Your Address

If you’ve moved to a new address, update your records to ensure you receive important tax documents and correspondence.

Steps to Update Your Address:

- United States Postal Service (USPS): 
    - Submit a change of address form online at the USPS website or visit your local post office.
- Internal Revenue Service (IRS): 
    - Complete and submit Form 8822 (Change of Address) to the IRS.
    - Alternatively, you can update your address when you file your tax return. Just provide your new address on the tax form.
- Employer: 
    - Notify your employer of your new address to ensure your W-2 and other payroll-related documents are sent to the correct location.
- Financial Institutions: 
    - Update your address with banks, credit card companies, and other financial institutions to ensure you receive all financial statements and documents.

### Adjust Withholding on Form W-4

Marriage can affect your tax liability, so you might need to adjust your tax withholding.

Steps to Adjust Withholding:

- Complete a New Form W-4: 
    - Use the IRS Withholding Calculator to determine the appropriate amount of federal income tax to withhold from your paycheck.
    - Submit a new Form W-4 to your employer with your updated withholding information.

### Understand Your Filing Status

Your filing status can change after marriage, which impacts your tax rate and eligibility for certain tax credits and deductions.

Filing Status Options:

- Married Filing Jointly: 
    - You and your spouse report your combined income and deductions on one tax return. This status often provides the most favorable tax rates and benefits.
- Married Filing Separately: 
    - You and your spouse each file separate tax returns. This may be beneficial if you want to keep your finances separate or if it results in a lower tax liability.

### Review Your Tax Benefits

Marriage may make you eligible for new tax benefits and credits.

Common Tax Benefits for Married Couples:

- **Earned Income Tax Credit (EITC)**: Your combined income may make you eligible for a larger credit.

- **Child and Dependent Care Credit**: If you have dependents, you may qualify for this credit to help cover childcare expenses.
- **Education Credits**: If either spouse is pursuing higher education, you may qualify for education-related tax credits.

### Consult a Tax Professional

Tax laws can be complex, and marriage can significantly impact your tax situation. Consulting with a tax professional can help ensure you make the most of your tax benefits and avoid potential pitfalls.

 

By following this checklist, you’ll be well-prepared to handle the tax-related aspects of your new marital status.

[taxes](https://liprestilaw.com/the-firm-connection/tag/taxes)

## Related posts

[![IPO Scam Prevention](https://liprestilaw.com/hs-fs/hubfs/IPO%20scam.png?height=200&name=IPO%20scam.png)](https://liprestilaw.com/the-firm-connection/beware-of-pre-ipo-scams-protect-your-investments)

## [Beware of Pre-IPO Scams: Protect Your Investments](https://liprestilaw.com/the-firm-connection/beware-of-pre-ipo-scams-protect-your-investments)

![Picture of Michael Hackett, Esq.](https://liprestilaw.com/hs-fs/hubfs/Imported%20sitepage%20images/michael-hackett-02.jpg?width=50&name=michael-hackett-02.jpg) [Michael Hackett, Esq.](https://liprestilaw.com/the-firm-connection/author/michael-hackett-esq) 

 August 23, 2024

The lure of getting in on the ground floor of the next big tech giant or revolutionary startup can...

[Read more](https://liprestilaw.com/the-firm-connection/beware-of-pre-ipo-scams-protect-your-investments)

[![non-compete agreements](https://liprestilaw.com/hs-fs/hubfs/noncompete.png?height=200&name=noncompete.png)](https://liprestilaw.com/the-firm-connection/keeping-up-with-the-non-compete-regulations)

## [Keeping Up with the Non-Compete Regulations](https://liprestilaw.com/the-firm-connection/keeping-up-with-the-non-compete-regulations)

![Picture of Nicholas Lipresti, Esq.](https://liprestilaw.com/hs-fs/hubfs/nick-lipresti-02.jpg?width=50&name=nick-lipresti-02.jpg) [Nicholas Lipresti, Esq.](https://liprestilaw.com/the-firm-connection/author/nicholas-lipresti-esq) 

 June 28, 2023

[Read more](https://liprestilaw.com/the-firm-connection/keeping-up-with-the-non-compete-regulations)

[![](https://liprestilaw.com/hs-fs/hubfs/handshake%20with%20contract.png?height=200&name=handshake%20with%20contract.png)](https://liprestilaw.com/the-firm-connection/the-unspoken-power-of-business-contracts-navigating-the-corporate-seas)

[contracts](https://liprestilaw.com/the-firm-connection/tag/contracts), [small business](https://liprestilaw.com/the-firm-connection/tag/small-business)

## [The Unspoken Power of Business Contracts: Navigating the Corporate Seas](https://liprestilaw.com/the-firm-connection/the-unspoken-power-of-business-contracts-navigating-the-corporate-seas)

![Picture of Nicholas Lipresti, Esq.](https://liprestilaw.com/hs-fs/hubfs/nick-lipresti-02.jpg?width=50&name=nick-lipresti-02.jpg) [Nicholas Lipresti, Esq.](https://liprestilaw.com/the-firm-connection/author/nicholas-lipresti-esq) 

 October 12, 2023

In the dynamic realm of business, each decision can seem like a move on a grand chessboard. While...

[Read more](https://liprestilaw.com/the-firm-connection/the-unspoken-power-of-business-contracts-navigating-the-corporate-seas)

linkedin-in icon

---

[![Lipresti Law](https://liprestilaw.com/hs-fs/hubfs/logo-3.png?width=207&height=50&name=logo-3.png "Lipresti Law")](https://liprestilaw.com/)

Copyright © 2023

linkedin-in icon

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Nicholas Lipresti, Esq.",
    "url" : "https://liprestilaw.com/the-firm-connection/author/nicholas-lipresti-esq"
  },
  "dateModified" : "2024-06-26T17:02:20.976Z",
  "datePublished" : "2024-06-26T17:02:20.000Z",
  "headline" : "Six Steps To Wedded Taxation Bliss",
  "image" : [ "https://liprestilaw.com/hubfs/wedding.png" ],
  "mainEntityOfPage" : {
    "@id" : "https://liprestilaw.com/the-firm-connection/six-steps-to-wedded-taxation-bliss",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://liprestilaw.com/hubfs/logo-3.png"
    }
  }
}
```