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Two Tax Prep Offers for 2020

January 25, 2020

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Wedding Season and Paperwork

 

We are currently in the middle of wedding season. I get tons of questions regarding the importance of "name-change" from January to March.  Historically, the focus of weddings are usually centered around the dress, colors, flowers, dinner choices, dj, venues, and place settings.  However by not following through on a name change can result in havoc come tax time due to delays, oversight and errors.  A great bookkeeper always owns checklists and here is my checklist of things I would immediately do to tackle a name-change within ten days of marriage.  

 

Essentials: 

Marriage License and Marriage Certificate:  Both are vital to the name changing process. 

Driver's License or State ID card: You will need the Marriage Certificate to usher this process along.  

Social Security Card: You will need your ID and the Marriage License. 

Mail: Change of address form is necessary so your mail continues to go to your maiden and married name. 

Vehicle: Update your title, lien holder and your insurance provider.  

Health: Medical records and allowing your spouse to have access to them. 

Human Resources: Update your W-4 form, deductions, name badge and stationary. 

Passport: If you travel frequently, make sure your forms of ID match. 

 

Finances

Bank Accounts, Credit Cards and Investment- Make sure all of the documents and cards have the correct name and signature to match up with your ID. 

Bills/Rent/Loans: This ensures that payments are credited correctly to the accounts. 

Taxes: Update your info with the Social Security Administration and the IRS within 10 days of each other. You may want to apply for a new social security card as well. 

 

Wills and Testaments: Make sure to include your spouse as well as update your name. 

Voter Registration: States have their own requirements. Be sure to check in with your local election board. 

 

Always remember that a little preparation and planning comes a long way come tax time in the first quarter of the New Year!

 

 

 

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