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Midyear Tax Planning For Newlyweds
(By - Dee Lee, boston.cbslocal.com)
Those June weddings we talked about last month all have a tax consequence to them. The newlyweds are sending out thank you notes right about now, but there is a bit more paperwork for them. The first thing on the list is a change of name and address. If you have decided to change your name, make a list of everyone who needs to know your new name and address. If you chose to use your spouse’s last name, the first change of name & address should be the Social Security Administration to update your information. Do the same with your employer and then start the changes on all of your financial accounts, credit cards and legal documents. Read more…
This posting is presented for informational purposes only and does not represent legal or financial guidance. Any opinions or interpretations presented are either those of the original author or, in the case of articles authored by the AMAC Foundation, are the opinions of AMAC Foundation staff, originally trained and accredited by the National Social Security Association (NSSA) and certified via the AMAC Foundation. Any links included in the article are valid on the posted date; socialsecurityreport.org cannot guarantee the duration of the links’ validity. NSSA and the AMAC Foundation and its staff are not affiliated with or endorsed by the Social Security Administration or any other governmental entity. To submit a question, visit our website (https://amacfoundation.org/services/) or email us at ssadvisor@amacfoundation.org. Because we are a non-profit organization, there is no charge for these services.