In this episode, Timalyn walks the listener through a checklist of tax "to-dos" couples should complete before saying "I do."
This list includes updating the taxpayer's address for communication with the IRS and adjusting their withholding. Below are resources to help you with both.
Form 8822, IRS Change of Address Form
One of the most difficult conversations for taxpayers to have with their future spouses is about finances. Timalyn discusses how a spouse's previous debts can affect the taxpayers filing together. A spouse can protect their share of a tax refund is by claiming injured spouse relief. This was previously discussed in Episode 15, Injured Spouse Relief.
As we conclude Episode 52, we'd like to encourage you to connect with Timalyn on social media.
You'll be able to subscribe to this podcast on Apple Podcasts, Spotify, and your favorite podcast platform.
Remember, Timalyn Bowens is America's Favorite EA and she's here to fill the tax literacy gap, one taxpayer at a time. Thanks for listening to today's episode. For more information about tax relief options, visit: https:/www.Bowenstaxsolutions.com
If you have any feedback, or suggestions for an upcoming episode topic, please submit it here: https://www.americasfavoriteea.com/co...
Disclaimer: This podcast is for informational and educational purposes only. It provides a framework and possible solutions for solving your tax problems, but it is not legally binding. Please consult your tax professional regarding your specific tax situation.
