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.

 

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