Online Tax Filing Blog

The Official Blog of Tax Software


Events In Life That Have A Significant Tax Impact Series: Marriage

There are many events in life that have a noteworthy tax impact. In this series, we will discuss how simple life changes such as marriage, the birth of a child, divorce or separation, job loss and starting a new career can significantly impact your tax liability or refund. This week we will discuss the tax consequences of a life change like getting married.

One of the biggest headaches about getting married and filing your taxes is simply changing your name.  If you changed your name as a result of a recent marriage, you will need to take the necessary steps to ensure that the name on your Social Security Card matches the name on the tax return. A mismatch between the name on your tax return and the name registered with the Social Security Administration can cause problems in the processing of your tax return and can even affect when you receive your refund.

If you took your spouse’s last name or both spouses hyphenated their last names, you will need to notify the Social Security Administration. If you do not, when you file your tax return using your new last name, the IRS computers will not be able to match the new name with your social security number. However, the steps to inform the Social Security Administration of a name change are easy. You will need to file a Form SS-5, Application for a Social Security Card at your local SSA office. When you go to fill out this form, it is important to bring a recently issued document, an original marriage certificate, as proof of your legal name change. The new card that the Social Security Administration will administer to you will show your new legal name, but contain your same social security number.

If your spouse has a previous tax balance with the IRS, you can prevent your portion of a jointly filed tax refund from being used to offset their remaining tax balance by filing your 1040 along with a Form 8379, Injured Spouse Allocation. The Injured Spouse Allocation form should only be filed if all or part of your portion of the tax refund is expected to be applied to your spouse’s past-due federal tax, state tax, child or spousal support, or a federal nontax debt, such as a student loan.


Tune in next week as we discuss the tax consequences of having a child!

Comments are closed
Copyright © 2013 TaxSlayer LLC | 706-922-6741 | 3003 Allen Drive Evans, GA 30809
© 2013 Refund distribution subject to IRS acceptance of return & University National Bank. *IRS refund times will vary but most IRS refunds will be issued in less than 21 days after efiling. TaxSlayer cannot guarantee date of receipt of refund. Your Privacy is Important: We do not rent, sell or share your personal information with anyone. Your e-mail is used to communicate with you about your return status, retrieve your Username or reset your Password. *TaxSlayer phone support available January 2nd through April 19th. (C) 2013 JR Motorsports, LLC. The name, likeness and signature of Dale Earnhardt Jr are used with the permission of JR Motorsports, LLC and JRM Licensing, LLC.

*Free tax advice is available for free with TaxSlayer Premium Edition. This product is available by phone or email, Monday – Friday through April 15th. Please check the website for the hours of operation as they may vary due to capacity. * guarantees accurate calculations or we will reimburse you any Federal and/or State penalties and interest charges. *Maximum Refund Guarantee- Your refund is based on data supplied by you and is calculated based on the schedule and forms supported by A larger refund or smaller tax liability cannot be due to differences in data submitted to or positions taken that are contrary to law. If you find that another tax software calculated a larger refund or smaller tax liability based on the same information provided to, we will refund your applicable fees paid to *Actual prices for services rendered are determined at the time of print or efile and are subject to change without notice. Prices are good until April 1st 2013.

*All major forms and schedules: Your return is completed by all of the major forms and schedules supported by To see the complete list of major forms and schedules supported by visit *Supported Federal Forms page.
Go to top