Skip to main content
Level 2
January 5, 2021
Question

Married filing jointly for the first time - How to update W-4s?

My partner and I got married in 2020, but never updated our W-4s. I'd like to update them in 2021 so that we aren't paying too much or too little each month.

 

We plan to file married filing jointly, and I am the breadwinner. Based on what I've read elsewhere, I think I am supposed to input the amount to withhold on my W-4. Does my partner then leave his W-4 blank?

2 replies

VolvoGirl
Level 15
January 5, 2021

I would wait and see how your 2020 Joint return comes out.  When I worked I left my W4 as Single with 0 so they would still take out more.  Do you both have any other income that doesn't take withholding out like interest, dividends, investments, etc?  

cncrameAuthor
Level 2
January 5, 2021

Hi @VolvoGirl  - No other income besides our primary occupations. Good call on waiting til we file our 2020 return. Thanks!