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cad3nas
New Member

My wife and I married January 11, 2020. She did not change her status to married at her job and therefore was being taxed as if she was single. Howdo we get that refunded

She eventually changed it late in the year and started getting $100 more on her check so how to do we get all that money that was being taken out but shouldn't have been taken out back?
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2 Replies

My wife and I married January 11, 2020. She did not change her status to married at her job and therefore was being taxed as if she was single. Howdo we get that refunded

if you were married on 12/21/2020 your choices are a joint return or married filing separate. Joint is usually better.  a joint return can be filed even if only one had income. 

My wife and I married January 11, 2020. She did not change her status to married at her job and therefore was being taxed as if she was single. Howdo we get that refunded

@cad3nas - it doesn't work like that.  Understand that the whole reason to submit a tax return is to settle up the taxes owed to the IRS, as calculated on the tax return, compared to what employers withheld on paychecks. 

 

That difference creates the refund or taxes due 

 

your tax return will be calculated as if you were married the entire year as it is the status on 12/31/20 that matters.

 

the way you get back 'all that money' is simply completing your 2020 tax return.  Whatever the refund is reflected the net of the taxes you owe less what was withheld.  

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