![]() Similarly, make sure your employer has your new name and any new personal information, like your address. 3 – Update your W-4 and personal information at work. Make sure your bank account information matches what you have on file with the Social Security Administration and what you use on your tax return. So if your bank account is under Jane Doe but your married name is now officially Jane Smith, you won’t be able to select that account for direct deposit. The IRS does not allow depositing of a tax refund into a bank account not in the taxpayer’s name. 2 – Update your bank account information. You must still use a married filing status, even if you have not formally changed your name. If you just recently got married, or have not been able to get your name officially changed, you should file your tax return using your previous name, so it will match all the IRS records. You need to complete Form SS-5 with the Social Security Administration. While that marriage certificate feels official, your government records will not automatically change to reflect any name change. Here’s a quick checklist to help guide you through all the important things to do after getting married: 1 – Apply for a new Social Security card if you are changing your name. It can be incredibly important to have your affairs in order before filing a tax return to ensure that it is processed accurately, and you get any refund you deserve. In fact, there are multiple things to do after getting married. But don’t forget to tackle some of the boring things, too. If you recently got married, there are so many exciting things ahead for you.
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