Question

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?

Answer

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.

 

Related Topics

Related Resources

Where’s My Tax Refund? Here’s Why It Could Be Delayed…

"Where's my refund?" Find out why you may have a missing or delayed refund with the tax professionals at H&R Block.

With my federal return accepted and my state return rejected, can I still expect a direct deposit of my federal refund m

Will your federal refund be deposited if your state return is rejected? Learn more from the tax experts at H&R Block.

I have a balance due on my return and can’t pay it. Can I set up an IRS payment plan?

If you have a tax balance that you can't pay right away, consider your payment options with us. Get tax answers at H&R Block.

Getting Your IRS Tax Refund Status

Find out how to check your IRS refund status and what you need to get your tax return. H&R Block is here to help you get your tax refund.