Tax Checklist for Newlyweds

Written By Kevin McKernan

Report a name change

Report any name changes to the Social Security Administration. The name on a person’s tax return must match what’s on file at the SSA.

Update Address

Notify their local post office, employers, and the IRS of any address change. To officially change their mailing addres with the IRS, taxpayers must complete and submit form 8822, Change of Address.

Check Withholding

Newly married couples must give their employers a new Form W-4, the Employee’s Withholding Certificate, within 10 days.

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
Next

NYSDOL Publishes Model Policy, Training and FAQs For Retail Workplace Violence Law