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.
Learn more about your options to reduce or remove an IRS estimated tax penalty. Get the facts from the tax experts at H&R Block.
The IRS made a change to the Making Work Pay and/or Government Retiree Credit on your tax return. Learn more about IRS notice CP12M from H&R Block.
If you need to complete a W-9 tax form, you may be asking what it’s used for and why it’s needed. We explain the purpose and use of an IRS W-9 form.
Wondering how to use your tax refund? You can save your tax refund or pay down debt to improve your financial situation. Learn more at H&R Block.