Marriage taxes have never been an issue since this is the first time my spouse and I are married filing jointly. Is there a reason that we didn’t receive a state tax refund and have state tax due?
You might not have adjusted your W-4s with your employer after you were married. This allows you to take your combined income into account.
Most likely, when you combined your two incomes on the return, you were pushed into a higher tax bracket with a greater tax liability. Each employer would be unaware of your spouse’s income. So, your withholding would be based on the lower tax bracket for each individual’s income. This results in you having a tax balance due rather than getting refund money.
Get the facts about IRS manager conferences, which may allow you and the IRS to come to an agreement, but remember to protect your appeal rights.
Learn what to do if you've received one or more IRS notices, and you're not sure what the tax problem is or where to start.
The IRS did not allow an item on your tax return and you now owe a balance due. Learn more about IRS notice CP19 from the tax experts at H&R Block.