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New Member
posted Feb 18, 2024 9:02:29 AM

I got married in 2023 and I did not update my w-4. do I need to take care of anything before I file the 2023 Tax joint with my wife? or can I just file joint Tax?

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1 Replies
Level 15
Feb 18, 2024 9:10:40 AM

Just file a joint return.   Your W-4 does not dictate how you file your return.  It only told your employer how much tax to withhold.   You cannot change it for 2023.  

 

 

If you want to change your W-4 for 2024 you can do that.

 

https://turbotax.intuit.com/tax-tools/calculators/w4/ https://www.irs.gov/individuals/tax-withholding-estimator

https://www.irs.gov/pub/irs-pdf/fw4.pdf

To begin a new joint return on TurboTax:

You will not be able to merge two previous TT account to start your new joint return.  You can transfer ONE of your 2022 returns into a new return, so choose the most complicated one.  The other spouse’s information needs to be entered manually.

 

When you enter your own information in My Info, you have to answer the question "Were you married?"  If you click the button for Married, then a drop down will appear that asks, "Do you want to file this return together with your spouse?"  Then you choose yes to file a joint return.  You would then enter your spouse's information into My Info.  Whenever you are entering income information there should then be a spot for you and for your spouse's income information.  Income screens will have spots with each spouse’s name—be careful to enter under the correct names.

 

Best Wishes!