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cncrame
New Member

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?

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2 Replies

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

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?  

cncrame
New Member

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

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

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