{"id":62827,"date":"2023-06-09T16:13:31","date_gmt":"2023-06-09T21:13:31","guid":{"rendered":"https:\/\/www.hrblock.com\/tax-center\/?page_id=62827"},"modified":"2024-06-14T16:42:34","modified_gmt":"2024-06-14T21:42:34","slug":"tax-check-in","status":"publish","type":"page","link":"https:\/\/www.hrblock.com\/tax-center\/tax-check-in\/","title":{"rendered":"Surprised by this year&#8217;s return? What to do now for next year"},"content":{"rendered":"\n<section style=\"background-color:#ffffff\" class=\"wp-block-hrb-diy-layout-2up\"><div class=\"diy-inner\"><div class=\"hrb-diy-grid--2up is-2up-section  hrb-portal--padding-top-60 hrb-portal--padding-bottom-30\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h1 class=\"wp-block-heading is-style-diy-header-jumbo-responsive\" id=\"h-more-money-now-or-refund-later-get-ahead-of-next-year-s-taxes\">More money now or refund later? <mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-hrb-logo-green-color\">Get ahead of next year&#8217;s taxes<\/mark><\/h1>\n\n\n\n<p class=\"is-style-diy-text\">Your <strong>Mid-Year Care Check-In<\/strong> is a great opportunity to set yourself for the tax outcome you want \u2014 either more money per paycheck now, or a tax refund later. <\/p>\n\n\n\n<p class=\"is-style-diy-text\">It involves adjusting your W-4, an IRS form you complete for your employer to determine how much should be withheld from your paychecks for federal income taxes. <\/p>\n\n\n\n<p class=\"is-style-diy-text\">Our handy W-4 calculator makes it easy. It can help you adjust your withholdings so you can avoid surprises and you\u2019ll know what to expect at tax time.<\/p>\n\n\n\n<p class=\"is-style-diy-text\"><a href=\"https:\/\/www.hrblock.com\/w-4-calculator\/\"><strong>Calculate my W-4<\/strong><\/a>.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"1024\" src=\"https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2024\/06\/IMG_MidYearCare-Check-in_1x.png\" alt=\"\" class=\"wp-image-64371\" srcset=\"https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2024\/06\/IMG_MidYearCare-Check-in_1x.png 1024w, https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2024\/06\/IMG_MidYearCare-Check-in_1x-300x300.png 300w, https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2024\/06\/IMG_MidYearCare-Check-in_1x-150x150.png 150w, https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2024\/06\/IMG_MidYearCare-Check-in_1x-768x768.png 768w, https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2024\/06\/IMG_MidYearCare-Check-in_1x-50x50.png 50w, https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2024\/06\/IMG_MidYearCare-Check-in_1x-60x60.png 60w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n<\/div>\n<\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-hrb-diy-layout-1up is-normal\" style=\"background-color:#f6f4e9\"><div class=\"diy-inner\"><div class=\"hrb-diy-grid--1up is-1up-normal hrb-portal--padding-top-90 hrb-portal--padding-bottom-90\"><div data-g=\"a\">\n<h2 class=\"wp-block-heading is-style-diy-header-jumbo\" id=\"h-factors-that-can-impact-your-taxes\">Factors that can impact your taxes<\/h2>\n\n\n\n<p class=\"is-style-diy-text\">If you didn\u2019t get a refund or your refund was lower than expected this tax year, it could be due to a variety of factors that could potentially change your tax situation and affect your bottom line.<\/p>\n\n\n\n<p class=\"is-style-diy-text\"><strong>Here <strong>are a few things that can influence whether you owe money or get a refund<\/strong>:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Life changes &#8211; <\/strong>Marriage, divorce, new dependents, or your dependent\u2019s age may alter your eligibility for certain credits and deductions. For example, a child turning 17 may mean you can no longer claim the Child Tax Credit (but you could claim the less valuable Credit for Other Dependents).<\/li>\n\n\n\n<li><strong>New side hustle &#8211; <\/strong>If you have self-employment income, you may not know you need to pay quarterly taxes throughout the year. Missing these payments could mean more taxes when you file.<\/li>\n\n\n\n<li><strong>Job changes <\/strong>&#8211; If you or your spouse added a job or started a new job, it could affect your overall withholding..<\/li>\n<\/ul>\n\n\n\n<p class=\"is-style-diy-text\"><strong>Why your withholding is key.<\/strong> With every paycheck, you\u2019re paying taxes as you earn. How much is determined by W-4 withholding. Those life changes and side jobs? Your W-4 form factors it all in.<\/p>\n\n\n\n<p class=\"is-style-diy-text has-small-font-size\"><\/p>\n<\/div><\/div><\/div><\/section>\n\n\n\n<section style=\"background-color:#fff\" class=\"wp-block-hrb-diy-layout-2up\"><div class=\"diy-inner\"><div class=\"hrb-diy-grid--2up is-2up-section  hrb-portal--padding-top-60 hrb-portal--padding-bottom-30\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading is-style-diy-header-jumbo\" id=\"h-check-your-withholding-now-thank-yourself-later\">Check your withholding now. Thank yourself later<\/h2>\n\n\n\n<p class=\"is-style-diy-text\">Why check your W-4 withholding now? Well, now time is on your side. Let\u2019s say you want to end the year with a refund. If you don\u2019t have enough taxes coming out of each paycheck each period, you may find you owe at tax time.<\/p>\n\n\n\n<p class=\"is-style-diy-text\">Wait too long to update your W-4 and you might not have enough pay periods to catch up. If you\u2019re not sure where to start, don\u2019t sweat it. That\u2019s what we\u2019re here for.<\/p>\n\n\n\n<p class=\"is-style-diy-text\"><strong>Use our <\/strong><a href=\"https:\/\/www.hrblock.com\/w-4-calculator\/\"><strong>W-4 withholding calculator<\/strong><\/a><strong> to adjust how much tax comes out of your pay, <\/strong>account for any side hustle income, and create an updated, ready-to-sign W-4 form.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"750\" height=\"750\" src=\"https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2023\/06\/Calendar.jpg\" alt=\"\" class=\"wp-image-62837\" srcset=\"https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2023\/06\/Calendar.jpg 750w, https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2023\/06\/Calendar-300x300.jpg 300w, https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2023\/06\/Calendar-150x150.jpg 150w, https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2023\/06\/Calendar-60x60.jpg 60w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/figure>\n<\/div>\n<\/div>\n<\/div><\/div><\/section>\n\n\n\n<div class=\"wp-block-hrb-diy-productbox-large hrb-portal--large-product is-style-stacked-on-mobile\"><div data-g=\"title\"><h2 class=\"is-style-diy-header-card\">How an H&amp;R Block tax pro can help<\/h2><p class=\"is-style-diy-text\">Have questions? Talk to a tax pro about your unique tax situation and how to adjust your withholding. <\/p><\/div><div data-g=\"cta\"><p class=\"is-style-diy-tiny-text is-prefix\"><\/p><p class=\"is-style-diy-price-text\"><\/p><p class=\"is-style-diy-tiny-text is-suffix\"><\/p><div class=\"button-box\">\n<div class=\"wp-block-button is-style-hrb-green-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.hrblock.com\/w-4-calculator\/?app_method=MID_YEAR_CARE_CHECK_METHOD\">Make a free appointment<\/a><\/div>\n<\/div><\/div><div data-g=\"media\" style=\"background-image:url(&quot;https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2023\/06\/tax-office2.jpg&quot;)\"><\/div><\/div>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<section class=\"wp-block-hrb-diy-layout-1up is-normal\" style=\"background-color:#f6f4e9\"><div class=\"diy-inner\"><div class=\"hrb-diy-grid--1up is-1up-normal hrb-portal--padding-top-90 hrb-portal--padding-bottom-60\"><div data-g=\"a\">\n<h2 class=\"wp-block-heading is-style-diy-header-jumbo\" id=\"h-saving-for-unexpected-tax-bills-with-spruce\">Saving for unexpected (tax) bills with Spruce<\/h2>\n\n\n\n<section style=\"background-color:#f6f4e9\" class=\"wp-block-hrb-diy-layout-2up\"><div class=\"diy-inner\"><div class=\"hrb-diy-grid--2up is-2up-section  hrb-portal--padding-top-90 hrb-portal--padding-bottom-90\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"is-style-diy-text\">From car repairs to doctor\u2019s bills and even taxes, Spruce can help you create an emergency fund to save for all your unexpected bills. You can even set up automatic transfers toward your saving goals.. <\/p>\n\n\n\n<p class=\"is-style-diy-text\">With a high-yield interest rate on the Spruce Savings account after opting in, budgeting tools and loads of other powerful features, Spruce is definitely worth checking out.<\/p>\n\n\n\n<p class=\"is-style-diy-text\">Best of all, it\u2019s available with no<strong> sign-up fees, no monthly fees or minimum balance requirements.<\/strong>.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-hrb-green-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.sprucemoney.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Explore Spruce<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"1024\" src=\"https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2023\/06\/MicrosoftTeams-image-12-1024x1024.png\" alt=\"\" class=\"wp-image-62866\" style=\"width:256px;height:256px\" srcset=\"https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2023\/06\/MicrosoftTeams-image-12-1024x1024.png 1024w, https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2023\/06\/MicrosoftTeams-image-12-300x300.png 300w, https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2023\/06\/MicrosoftTeams-image-12-150x150.png 150w, https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2023\/06\/MicrosoftTeams-image-12-768x768.png 768w, https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2023\/06\/MicrosoftTeams-image-12-60x60.png 60w, https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2023\/06\/MicrosoftTeams-image-12.png 1520w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n<\/div>\n<\/div><\/div><\/section>\n\n\n\n<p class=\"is-style-diy-text has-small-font-size\">Spruce fintech platform is built by H&amp;R Block, which is not a bank. Spruce\u2120 Spending and Savings Accounts established at, and debit card issued by, Pathward\u00ae, N.A., Member FDIC, pursuant to license by Mastercard\u00ae. Mastercard and the circles design are registered trademarks of Mastercard International Incorporated.<\/p>\n<\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":62871,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-62827","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<title>Tax Check In To Avoid Surprises Next Year | H&amp;R Block<\/title>\n<meta name=\"description\" content=\"Surprising tax return? 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