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Changing W-4 after marriage

I'm hoping someone can help me out with this because what I've been reading online, what my husband's HR lady told him and what my work is telling me, is all different.

 

Currently on my W-4 I file Single, 1.

I need to change this now that I'm married, right? If so, what do I change it to?

I asked my husband to call our tax guy but the tax guy is on vacation. So then he asked his HR lady at work and she told my husband that he/we didn't need to change our W-4 elections. We could keep it at single, 1.

I'm so confused and am not good with this stuff in the first place. I just don't want to have any problems come tax time.

 Thanks for the help!

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Re: Changing W-4 after marriage

  • when we changed our filing status, we both changed to married 1.  we owed a lot of money. So we changed it, I think I am married 0 and dh is married 1, plus we have about 25 additional taken from our pays.
  • See, this is what I'm scared of. I know that how we file is dumb (we always end up getting back around 10-12 thousand) but I'm scared of changing things and then having to owe. I really need to talk to the tax guy I guess but we're running out of time. It's almost year-end.
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  • I think your w-4 just specifies how much money is taken out of your pay every month.  I'm keeping mine the same, so taxes are withheld at the higher single rate.  That way, i know I won't owe come tax time.  My husband didn't change his w-4 either.
    BabyFruit Ticker
  • How long is he on vacation for?  Can't you just file like you normally do then change it for next year.  I think, and I'm not 100% sure, but you can change it when go to file your taxes.
  • image signarvi:
    I think your w-4 just specifies how much money is taken out of your pay every month.  I'm keeping mine the same, so taxes are withheld at the higher single rate.  That way, i know I won't owe come tax time.  My husband didn't change his w-4 either.

    Ok, this is what my husband's HR lady told him.  She said pretty much what you just did. That the W-4 just tells the company how much taxes to withhold and that we didn't have to change it. I'm fine with a lot of taxes being taken our right now. Just as long as we don't owe.

     

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  • image NOV2007:
    How long is he on vacation for?  Can't you just file like you normally do then change it for next year.  I think, and I'm not 100% sure, but you can change it when go to file your taxes.

    See, when I tell you that I have no idea about this stuff... I really have no idea lol. I didn't know if it was something that had to be done for this year's return since we got married this year.You guys are so helpful! Thanks.

    Tax dude is on vacation until Jan 3rd.

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  • You don't have to change it.  I believe the only reason you would move from single to married is if you want less taxes taken out and more money in your paycheck.  In that case I guess you could end up owing or with a smaller return.  I remained single on my W4 last year and we filed a joint return.  No problems.
    LilySlim Weight loss tickers
  • Heather

    You can change it or you can leave it alone. There is the single option, married option, or the married but filing at the single rate option.

    You can claim dependents on your tax return or you can claim zero. If you claim zero, they will take out more but you will get it back in your refund.

    Since you are married now, you will prob get a little less back as DH will no longer be doing head of household. That has the biggest deductions. But still, with all your itemized deductions, you should still do good.

     

  • image HeatherWain:

    image signarvi:
    I think your w-4 just specifies how much money is taken out of your pay every month.  I'm keeping mine the same, so taxes are withheld at the higher single rate.  That way, i know I won't owe come tax time.  My husband didn't change his w-4 either.

    Ok, this is what my husband's HR lady told him.  She said pretty much what you just did. That the W-4 just tells the company how much taxes to withhold and that we didn't have to change it. I'm fine with a lot of taxes being taken our right now. Just as long as we don't owe.

     

    this is sorta what i do for work. First poster is totally correct. Single rate is higher so if you leave it and then file married you will most likely get a return. There is not law that you must change your status as long as your aren't claiming dependents you don't have.

    so no need to change, but if you would like to I would reccomend your husband claiming married zero and you claiming married one or in other words only one of you claiming your son so you only get a break for him once. If not you will have to pay back what wasn't taken out at the end of the year.

  • Thank you girls! I'm sort of getting this now. Not totally, but a little bit.  The main thing is that I don't need to change anything and thank you all for confirming that. It's much appreciated.

     

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  • Hmmm, my work made me change mine to married and I had to change to my new name.  I kept my deductions at zero, just to make sure that I don't owe at year end.  I still got a bump in my paycheck though with married.
  • image jewels2730:
    Hmmm, my work made me change mine to married and I had to change to my new name.  I kept my deductions at zero, just to make sure that I don't owe at year end.  I still got a bump in my paycheck though with married.

    That is crazy talk! They can't make you change it if you don't want to!

    ETA:  No that I doubt they said that, but you can change it if you want. 

     

    Baby Numbers 11.8.10 The Sequel on or around 10.13.12
  • image amy052006:

    image jewels2730:
    Hmmm, my work made me change mine to married and I had to change to my new name.  I kept my deductions at zero, just to make sure that I don't owe at year end.  I still got a bump in my paycheck though with married.

    That is crazy talk! They can't make you change it if you don't want to!

    ETA:  No that I doubt they said that, but you can change it if you want. 

     

    That's crazy!  I'm not sure why they made me do it.  They were just like, your status changed so you need to fill this out.  I also have a faux HR department which is one person who handles all business related things.

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