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Tax Law (Questions About Taxes)/Filing Status Change During The Year


Hi William,

We divorced in June. My just-divorced ex-wife and I own a house which mortgage we're paying. As per the divorce agreement we have the house for sale, and after the sale, the proceeds will be split in half after paying off its real estate taxes

Question 1) Is there any way we could still file jointly our personal income taxes for 2015?

Question 2) As my 2015 W4 with my employer has been for filing "married" for half of the year, (I have 1 allowance in Box 5) my concern is that if I change the W4 now to reflect my new "single" status, at the end of the year I might end up owing the IRS and might even be fined. Do you think this is likely to be the case? Is there a way to calculate the right numbers to update my W4 after 6 months into the year to avoid underpaying?

Thank you in advance William



you can not legally filed joint.   that decision went out the window with divorce.  status is determined at midnight dec 31

you wont be fined, but you will likely OWE lots.  Change it immediately.

wait for one payroll period.  then do a projected return as you will likely file in 2015.  estimate tax due.  subtract amount paid in so far.  divide remaining number of pay periods left in year using new payroll withholding amount claiming single.

if you still owe per the estimate, use "withold additional" box and file yet another w4 and have payroll take out MORE tax.

if you still need help, send me a new question and mark it private. I will give you personal contact information.


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Tax and general business including hospitality related (hotel mgmt degree and experience in industry prior to obtaining ms tax and cpa).


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