VIDEO: Change of tax class after marriage

Distribution of tax brackets after marriage - an unromantic, pragmatic change

If you are newly married, you probably have other things in mind than worrying about the new distribution of tax brackets. In many cases, a common surname is still used after marriage, so that at least one spouse can have to make major changes here, practice the new signature and inform the relevant authorities about the name change got to. Nevertheless, it is often worthwhile to think about the distribution of tax brackets after marriage.

• When changing tax classes among married couples, the spouse's income plays the decisive role, because depending on the division of tax classes in the marital one Community, you can increase your monthly income immediately after marriage, as the wage tax component varies in the various tax brackets - but the total tax burden remains the same. For married couples, the income tax bracket combinations 4/4 or 3/5 are available.
• If the income of both spouses is roughly the same, it is advisable to choose tax class 4 for both spouses. If one spouse has a significantly higher income than the other or if only one spouse has the family income, so the change of the tax brackets to 3 for the high-earner and to 5 for the low-income earner (or low-income earner) sensible.
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• Anyone who cannot really imagine what effects the change of tax class will have in practice or what division is ideal in individual cases will find this out Leaflet of the Federal Ministry of Finance with some example tables.
• If you have decided on a combination model, you must inform your responsible in writing of the desired change in tax classes Tax office notify (informal application). It is important that the application is submitted by both spouses together. This is guaranteed if the application is accompanied by the income tax cards of both spouses.


Inform the tax office about the wedding - information

Anyone who has decided to get married benefits from many changes. One …

• The change does not come into effect on the day the application is submitted, but only on the first day of the following month.
• In order to take account of changes in living conditions, you are not bound to your choice of tax class combination indefinitely. If necessary, you can Make an adjustment once a year and apply for a different tax class combination. This should be done no later than 1. November of the year (reference date), in writing at your responsible tax office.
• An exception comes into force if one of the spouses dies or leaves the employment relationship. In this case you may have the possibility to change the tax class a second time in the current year.

If you find it difficult to formulate such applications, you will find one on the Internet Form letter to the "Application for a tax class change", which you only need to add your personal data to.