Same-Sex Marriage Refund Analysis

North Carolina Same SexDuring 2013 the United States Supreme Court declared the Defense of Marriage Act unconstitutional making same-sex marriages and heterosexual marriages identical for federal tax purposes.  This means that all couples of the same sex who are married must use a married filing status (i.e., Married Filing Jointly or Married Filing Separate) for federal purposes effective with the 2013 tax returns.  However, this also means that couples in same-sex marriages have the opportunity to amend their prior three years of federal tax returns to claim potential refunds of overpaid income, Medicare, and Social Security taxes.

***10/24/14 Update:***  North Carolina now recognizes same-sex marriages.  Couples married prior to October 24, 2014 may also be eligible to receive both Federal and North Carolina refunds from prior years.

Fill out the form below to receive a complimentary analysis to determine any potential refund due.  Note that all amended tax returns for the 2010 tax year must be finalized prior to April 15, 2014!

Name (required)

Email (required)

Phone Number (required)

Date of Marriage (required)

State Where Marriage Performed (required)

Were both spouses provided benefits from the same employer’s plan? (required)

Approximate Income from Spouse #1 for 2010, 2011, 2012 (Provide amounts per year separated by commas) (required)

Approximate Income from Spouse #2 for 2010, 2011, 2012 (Provide amounts per year separated by commas) (required)

Additional Comments/Questions

Leave a Reply

  • Contact Us

    Contact us with your questions or to schedule an appointment:

    (919) 792-8511

    Or you may use our contact form.

  •  
  • Testimonials

    Very professional – my money was well spent! Looking forward to working with Simply Taxes in the future!
    Aaron M. Durham, NC