I just got married – do you have a newlywed tax checklist for me to follow?

Are you a newlywed wondering how tying the knot will affect your taxes? In this Tax Talk Thursday edition of the Ask Ralph Show, host Ralph discusses the various financial and tax considerations for newlyweds. The episode covers everything from name changes and new filing statuses to adjusting withholdings and updating benefits. Ralph provides a comprehensive checklist to help newly married couples navigate their new financial landscape, ensuring they are well-prepared to tackle these changes and potentially save money. The importance of tax planning and the potential impact on tax credits and deductions are also discussed. Additionally, Ralph emphasizes the value of proper planning and offers resources for further assistance.

https://www.askralphpodcast.com/newlywed-tax-checklist/

00:00 Episode Overview
00:57 Listener’s Concern
02:21 Bible Verse
03:10 Comprehensive Newlywed Tax Checklist
04:38 Filing Status and Withholdings
06:21 Deductions and Benefits
07:30 Financial Planning for Newlyweds
11:43 Recap and Final Thoughts
13:15 Outro

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https://www.ssa.gov/forms/ss-5.pdf
https://www.irs.gov/pub/irs-pdf/fw4.pdf
https://app.acuityscheduling.com/schedule.php?owner=15709241&appointmentType=8258839
https://www.irs.gov/pub/irs-pdf/f8822.pdf