Manny Life Changes in 2023 - Tax Withholding

[Rosewin3]

Hello,

I typically get a significant amount of tax returns each year due to my large contributions to charity.

1) My financial advisor suggest I change my withholding so that I am not overpaying in taxes. 

2) I got married in 2023, and will be planning to file 'married filing jointly'. My partner currently does not have any financial assets or liabilities or income.

3) I took out a mortgage and purchased a property in 2023.

I am not sure how to fill out the tax form for the NYS in order to adjust my tax withholding from my company. Please advise.

Thank you

[TeriH]

Congratulations on the wedding!  And I would concur with your financial advisor, if you will be claiming Married Filing Joint and he has not income, this will put you in a lower tax bracket than Single. 

So, yes you should complete a new withholding for Federal and State.  You should be able to get the forms online from your employer or the HR department.  You can also, go online , and I'll provide those links to get them.  Once completed, they need to be turned into your employer.

New York

Federal

[Rosewin3]

Thank you for your response. I am not quite sure what numbers to fill in the IT-2104.