From the IRS
Late spring and early summer are popular times for weddings. Whatever the season, a change in your marital status can affect your taxes. Here are several tips from the IRS for newlyweds.
- It’s important that the names and Social Security numbers that you put on your tax return match your Social Security Administration records. If you’ve changed your name, report the change to the SSA. To do that, file Form SS-5, Application for a Social Security Card. You can get this form on their website at SSA.gov, by calling 800-772-1213 or by visiting your local SSA office.
- If your address has changed, file Form 8822, Change of Address to notify the IRS. You should also notify the U.S. Postal Service if your address has changed. You can ask to have your mail forwarded online at USPS.com or report the change at your local post office.
- If you work, report your name or address change to your employer. This will help to ensure that you receive your Form W-2, Wage and Tax Statement, after the end of the year.
- If you and your spouse both work, you should check the amount of federal income tax withheld from your pay. Your combined incomes may move you into a higher tax bracket. Use the IRS Withholding Calculator tool to help you complete a new Form W-4, Employee’s Withholding Allowance Certificate. See Publication 505, Tax Withholding and Estimated Tax, for more information.
- If you didn’t qualify to itemize deductions before you were married, that may have changed. You and your spouse may save money by itemizing rather than taking the standard deduction on your tax return. You’ll need to use Form 1040 with Schedule A, Itemized Deductions. You can’t use Form 1040A or 1040EZ when you itemize.
- If you are married as of December 31, that’s your marital status for the entire year for tax purposes. You and your spouse usually may choose to file your federal income tax return either jointly or separately in any given year. You may want to figure the tax both ways to determine which filing status results in the lowest tax. In most cases, it’s beneficial to file jointly.
For more information about these topics, visit IRS.gov. You can also get IRS forms and publications at IRS.gov or by calling 800-TAX-FORM (800-829-3676)
The IRS extended the tax filing and payment deadline to Boston-area residents who were affected by the bombings. Find out if you’re eligible.
The Internal Revenue Service (IRS) recently issued its annual “Dirty Dozen” list of tax scams, reminding taxpayers to use caution to protect themselves against a wide range of schemes ranging from identity theft to return preparer fraud.
Find out how to avoid common tax scams.
The IRS is aware that some people are experiencing delays when using the "Where’s My Refund?" Tool to check the status of their tax refund.
These tips can make it easier for you to get an accurate update.
From the IRS:
The IRS alerted taxpayers and the tax community it is experiencing high traffic on Where’s My Refund as more tax returns come in. The heavy volume of refund inquiries means that the IRS anticipates both “Where’s My Refund?” on IRS.gov and the refund feature on the IRS2go phone app will have limited availability during busier periods.
Due to the large number of inquiries and to avoid service disruptions, the IRS strongly urges taxpayers to only check on their refunds once a day. IRS systems are only updated once a day, usually overnight, and the same information is available whether on the internet, IRS2go smartphone app or on IRS toll-free lines. While “Where’s My Refund” is updated nightly, your account will not change that frequently.
The IRS is seeing a good start to the filing season, and tax refunds are being issued timely. Nine out of 10 taxpayers typically receive refunds in less than 21 days when they use e-file with direct deposit.
The IRS expects to see the number of tax returns — and related refund inquiries —steadily increase around the President’s Day holiday week.
Here are some tips to help taxpayers with their refund questions:
- Have the right tax information ready before using any of the IRS refund tools. This includes Social Security number, filing status and refund amount.
- You don’t need to check Where’s My Refund more than once a day as your information will not change.
- To avoid system delays, the best time to check on refunds is evening and weekends.
- There is no need to call the IRS about your refund; the telephone service has the same information that is available on Where’s My Refund.
Learn more about Where’s My Refund and how to check the status of your refund.