Essential Tax Tips for Marriage Status Changes

Written By Kevin McKernan

A taxpayer's filing status generally depends on their being married or unmarried on the last day of the year - which means that a taxpayer's marital status as of December 31, 2024, determines their tax filing options for all of 2024. 

Marriage status can determine filing requirements, standard deductions, and eligibility for certain credits and taxes. For exact qualifications and exceptions on filing statuses, review Publication 504, Divorced or Separated Individuals. 

Here are a few things taxpayers should do if their marital status changes in 2024:

  • Report a name change 

  • Update their address 

  • Check any withholding 

  • Review filing status

This document is designed for general information only. The information presented in this document should not be construed to be formal legal or tax advice nor the formation of a lawyer/client relationship. 

For more information on this and other topics, please contact Kevin via any of the channels listed below:

📧 kevin@kmckernan.com  | 📞 718-317-5007

Kevin McKernan
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