Proactive Steps for Taxpayers who are Newly Married

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In the recently released Internal Revenue Service Summertime Tax Tip 2009-04 titled Tax Tips for Recently Married Taxpayers the IRS tries to provide some guidance for recently married taxpayers.  The following is a summary of the items listed in the tax tip.

1. Report any name change to the Social Security Administration using form SS-5.  The form can be obtained at your local Social Security Administration office or by calling 800-772-1213 or online at http://www.socialsecurity.gov
2. Report any change of address to the Internal Revenue Service by filing Form 8822. Form 8822 titled Change of Address can be obtained by calling 800-829-3676 or online at http://www.irs.gov
3. You should also notify the U.S. Postal Service and your employer of any address changes or name changes.
4. If you receive W-2 income (wage income), you will most likely need to file a new W-4 with your employer.  Failure to file a new W-4 with your employer may result in either too much or too little federal withholding being withheld from your pay.

IRS Summertime Tax Tip 2009-04 can be found on the Internal Revenue Service website at http://www.irs.gov

Note: This article is current through the publication date.  No guarantees are made concerning the accuracy of the information after the publication date.

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William B. Riccio, CPA/CITP is a certified public accountant.  He is president of Riccio & Associates and can be reached at (216) 255-6913 or by e-mail at william@ohiocpa.net.