Withholding; Getting Married

As a single person, I currently claim S0. I am getting married in September, when should I make adjustments to my withholding status? 

carolineb
Employee Tax Expert

Get your taxes done using TurboTax

Congratulations on your upcoming wedding! Keep in mind that once you are married, if you file jointly then your wife's income may bump you up into a higher tax bracket.  As long as there are no other variables such as children, you may want to keep your W-4 at Single/zero and see what your 2022 refund or balance due looks like. Changing your W-4 from Single to Married will cause less taxes to be withheld from your pay, so if you are due a refund in 2022, you can make the change at that time so you get more money in your paycheck rather than having to wait until tax time for a refund. 

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