Inform the tax office about the wedding

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Anyone who has decided to get married benefits from many changes. One of them is spouse splitting. In order for both spouses to be able to choose a more favorable tax bracket, you must inform the tax office about the wedding.

Inform the tax office about the change of tax class immediately after the wedding.
Inform the tax office about the change of tax class immediately after the wedding.

What you need:

  • Income tax cards of the married couple

Who after the wedding Tax office want to inform, can choose cheaper tax brackets for yourself and your spouse. So you have to pay significantly less overall and have more of both of your incomes. This can be attributed to the fact that the state relieves the family so that family planning is easier.

How to inform the tax office about the other tax brackets

  • Anyone who wants to inform the tax office about the change of tax class after the wedding informs the local tax office in writing of the change entry. An informal application is sufficient. You must make this application with your spouse and both must sign it.
  • Then add both tax cards to the application. It is worthwhile to submit the application immediately after the marriage, as it will only take effect in the month following the application.
  • Please note that you can still change your choice if your income situation changes or for other reasons. You can have this done once a year. To do this, you must submit an informal change request by November 1st of the respective year at the latest. This application must also be made in writing. As an exception, you can apply for a change for the second time a year if your spouse has died or his employment relationship has ended.
  • You can also use the appropriate Form letter as an application that you can download from the Internet. Only your personal details and those of your spouse need to be added here.
  • Tax return and wedding notes

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How you can benefit from spouse splitting after the wedding

  • After a wedding, depending on your own income and the income of your spouse, you can change tax brackets and thus pay less tax overall. Note that the wage tax component varies in the different tax brackets. So you can choose between the income tax bracket combinations 4/4 and 3/5.
  • If you earn roughly as much as your spouse, tax bracket 4 pays off for both of you. If the two incomes are different, a different combination is worthwhile.
  • If one spouse earns significantly less than the other, the tax bracket combination 3/5 is worthwhile. Class 3 is then given to the higher earner and class 5 to the low earner. Tax class 5 is also worthwhile for the spouse without their own income.
  • You can read up on the effects of marriage on the tax burden after informing the tax office. To do this, contact the Federal Ministry of Finance and ask for the relevant information sheet. You will find useful example tables there.

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