{"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":"2026-08-12T16:47:21","modified_gmt":"2026-08-12T21:47:21","slug":"tax-check-in","status":"publish","type":"page","link":"https:\/\/www.hrblock.com\/tax-center\/tax-check-in\/","title":{"rendered":"Life changes. Check in now to make sure your taxes keep up"},"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-life-changes-check-in-now-to-make-sure-your-taxes-keep-up\">Life changes. <mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-hrb-logo-green-color\">Check in now to make sure your taxes keep up<\/mark><\/h1>\n\n\n\n<p class=\"is-style-diy-text\">Important financial moments happen all year long. Life events and evolving tax rules mean there\u2019s a lot to stay on top of. H&amp;R Block has the expert guidance and helpful resources to keep you informed and reduce surprises, so you can feel more confident when tax season arrives.<br><br>You\u2019ve come to the right place to understand why a mid-year care check matters. Explore tools, W-4 guidance, and tax insights to help you stay on track and informed throughout the year.<\/p>\n\n\n\n<p class=\"is-style-diy-text\"><\/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 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-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<p class=\"is-style-diy-text\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"720\" height=\"458\" src=\"https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2026\/08\/couple-checking-their-W-4.jpg\" alt=\"\" class=\"wp-image-69800\" srcset=\"https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2026\/08\/couple-checking-their-W-4.jpg 720w, https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2026\/08\/couple-checking-their-W-4-300x191.jpg 300w, https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2026\/08\/couple-checking-their-W-4-50x32.jpg 50w\" sizes=\"auto, (max-width: 720px) 100vw, 720px\" \/><\/figure>\n<\/div>\n\n\n\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=\"obbba\">The Big Bill had a big impact on taxes<\/h2>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-see-why-you-may-want-to-update-your-w-4-because-of-it\">See why you may want to update your W-4 because of it<\/h3>\n\n\n\n<p class=\"is-style-diy-text\">Last year\u2019s One Big Beautiful Bill Act (OBBBA) made significant changes that affect your tax return and your paycheck.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Big tax changes:<\/strong> OBBBA tax reform locked in many existing tax rules and introduced new ones starting in tax year 2025 and 2026. Get an <a href=\"https:\/\/www.hrblock.com\/tax-reform-and-law-changes\/?intcid=cross_lob_hrb_office-profile-page_b_tax-%E2%80%A6\">overview of what the Big Bill means for you.<\/a><\/li>\n\n\n\n<li><strong>Money now vs. tax time:<\/strong> New W-4 rules let eligible taxpayers account for certain new deductions in their withholding. Updating your form now means you could increase your upcoming paychecks vs. waiting to see the money at tax time.<\/li>\n\n\n\n<li><strong>Earning tips or overtime?<\/strong> Get answers to common <a href=\"#h-overtime-and-tip-taxes-faqs\">questions about new tip and overtime deductions<\/a> and what they could mean for your withholding.<\/li>\n<\/ul>\n\n\n\n<p class=\"is-style-diy-text\"><strong><a href=\"https:\/\/www.hrblock.com\/w-4-calculator\/\">Use our W-4 withholding calculator<\/a><\/strong> to adjust how much tax comes out of your pay and create a new ready-to-sign form<\/p>\n<\/div>\n<\/div>\n<\/div><\/div><\/section>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\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\"><br>When it comes to taxes, questions can pop up year-round. A conversation with an H&amp;R Block tax pro can help you understand how life changes, new laws, and financial decisions may impact your taxes.<br><br>Get personalized guidance and confidence you&#8217;re heading in the right direction.<br><br><\/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:20px\" 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-card\" id=\"taxnews\">Tap into more tax and financial education resources<\/h2>\n\n\n\n<p class=\"is-style-diy-text\">Payments sent via apps and online platforms, such as Venmo, eBay, or others can trigger a tax form for the person who received the payments. The rules for when the form is sent to payees has changed a couple of times in recent years, making it a bit confusing for those selling items online to get a handle on their tax obligations. <\/p>\n\n\n\n<p class=\"is-style-diy-text\">So much of your life is reflected in your taxes. And when your life changes, you can count on Block for help to navigate what it means for you.<\/p>\n\n\n\n<p class=\"is-style-diy-text\">Our Tax Information Center has articles with hundreds of tax topics. From taxes 101 and the latest tax changes to tax breaks and tax forms, we cover it all.<\/p>\n\n\n\n<p class=\"is-style-diy-text\">Take a look at a few of the topics and get insights from our expertise:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.hrblock.com\/tax-center\/irs\/tax-law-and-policy\/one-big-beautiful-bill-taxes\/?intcid=cross_lob_hrb_tax-reform-and-law-changes_b_tax-law-changes#obbba2026\">Review upcoming 2026 tax year changes<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.hrblock.com\/tax-center\/irs\/audits-and-tax-notices\/tax-problems-for-gig-economy-workers\/\">What your side hustle means for your taxes<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.hrblock.com\/tax-center\/filing\/personal-tax-planning\/marriage-tax-changes\/\">How marriage affects your taxes<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.hrblock.com\/tax-center\/around-block\/offers\/claiming-child-on-taxes\/\">Claiming a newborn on your tax return<\/a><\/li>\n<\/ul>\n\n\n\n<p><\/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 has-hrb-logo-green-background-color has-background has-text-align-center wp-element-button\" href=\"https:\/\/www.hrblock.com\/tax-center\/\">Explore the Tax Center<\/a><\/div>\n<\/div>\n\n\n\n<p class=\"is-style-diy-text\"><\/p>\n<\/div><\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-hrb-diy-layout-1up is-normal\" style=\"background-color:#ffffff\"><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-card\" id=\"h-overtime-and-tip-taxes-faqs\"><strong>Overtime and Tip Taxes FAQs<\/strong><\/h2>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-create-block-hrb-accordion\"><div class=\"accordion\"><div class=\"accordion-item\"><a class=\"accordion-item--a\" href=\"#\" aria-expanded=\"false\" data-analytics=\"{&quot;loc&quot;:&quot;&quot;,&quot;nm&quot;:&quot;&quot;}\"><div class=\"accordion-item--question\"><h3 class=\"question-content\"><strong>How do overtime\/tip tax rules affect paycheck withholding? And my refund?<\/strong><\/h3><\/div><\/a><div class=\"accordion-item--answer\">\n<p class=\"is-style-diy-text\">The updated W-4 lets you indicate the amount of qualified overtime and tip income you expect to receive during the year. You can add these estimates to your W-4 deduction calculation, which will generally reduce your withholding. This means you\u2019ll see a larger paycheck each period, but you should also expect it to lower any refund you expect to see at tax time as you\u2019re receiving the money now vs. later.<\/p>\n<\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-create-block-hrb-accordion\"><div class=\"accordion\"><div class=\"accordion-item\"><a class=\"accordion-item--a\" href=\"#\" aria-expanded=\"false\" data-analytics=\"{&quot;loc&quot;:&quot;&quot;,&quot;nm&quot;:&quot;&quot;}\"><div class=\"accordion-item--question\"><h3 class=\"question-content\"><strong>Does indicating tip and overtime on my W-4 mean I can claim those deductions?<\/strong><\/h3><\/div><\/a><div class=\"accordion-item--answer\">\n<p class=\"is-style-diy-text\">No, the form outlines requirements for the deductions, giving you an idea of your ability to qualify. It does not ensure your eligibility.<\/p>\n<\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-create-block-hrb-accordion\"><div class=\"accordion\"><div class=\"accordion-item\"><a class=\"accordion-item--a\" href=\"#\" aria-expanded=\"false\" data-analytics=\"{&quot;loc&quot;:&quot;&quot;,&quot;nm&quot;:&quot;&quot;}\"><div class=\"accordion-item--question\"><h3 class=\"question-content\"><strong>Do I need to update my W-4 withholding due to the new overtime tax rules?<\/strong><\/h3><\/div><\/a><div class=\"accordion-item--answer\">\n<p class=\"is-style-diy-text\">If you expect to qualify for the new overtime deduction, you should consider updating your W-4 which may reduce your paycheck withholding to reflect the tax break you\u2019ll claim when you file.<\/p>\n\n\n\n<p class=\"is-style-diy-text\">Keep in mind that Form W-4 has you enter an <em>estimate<\/em> of your <a href=\"https:\/\/www.hrblock.com\/tax-center\/irs\/tax-law-and-policy\/one-big-beautiful-bill-no-tax-on-overtime\/\">qualified overtime compensation<\/a> for the <strong>\u201cand-a-half\u201d part<\/strong> of your time-and-a-half (up to the deduction limit). As the year goes on, it\u2019s a good idea to revisit your estimate. If it turns out your estimate was too high, you may want to re-update your W-4 withholding to avoid any underpayment issues when you file.<\/p>\n<\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-create-block-hrb-accordion\"><div class=\"accordion\"><div class=\"accordion-item\"><a class=\"accordion-item--a\" href=\"#\" aria-expanded=\"false\" data-analytics=\"{&quot;loc&quot;:&quot;&quot;,&quot;nm&quot;:&quot;&quot;}\"><div class=\"accordion-item--question\"><h3 class=\"question-content\"><strong>Do I need to update my W-4 withholding due to the new tip tax rules?<\/strong><\/h3><\/div><\/a><div class=\"accordion-item--answer\">\n<p class=\"is-style-diy-text\">If you expect to qualify for the new tip deduction, you should consider updating your W-4 which may reduce your paycheck withholding to reflect the tax break you\u2019ll claim when you file. <\/p>\n\n\n\n<p class=\"is-style-diy-text\">Keep in mind that Form W-4 has you enter an <em>estimate<\/em> of your <a href=\"https:\/\/www.hrblock.com\/tax-center\/income\/wages\/reporting-tip-income\/\">qualified tips<\/a>. As the year goes on, it\u2019s a good idea to revisit your estimate. If your tip income will be lower than expected, you may want to re-update your W-4 to avoid any underpayment issues when you file. <\/p>\n\n\n\n<p class=\"is-style-diy-text\">For example, Gina started the year expecting to receive $10,000 in tips as a waitress. She later began working as a manager and no longer receives tips, so she revised her Form W-4 to remove the tip related withholding on future paychecks.<\/p>\n<\/div><\/div><\/div><\/div>\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":"","_members_access_role":[],"_members_access_error":""},"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? Find out what can affect your refund and why mid-year is the best time for a check-in with the team at H&amp;R Block.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.hrblock.com\/tax-center\/tax-check-in\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Life changes. Check in now to make sure your taxes keep up\" \/>\n<meta property=\"og:description\" content=\"Surprising tax return? 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