Case Western Reserve’s Office of Human Resources announced today that benefits staff members are available to answer questions that married same-sex couples may have regarding their benefits in the wake of new rules from the U.S. Department of the Treasury and Internal Revenue Service.
The federal agencies announced the new policies in August after the U.S. Supreme Court struck down the Defense of Marriage Act two months earlier. Under the new agencies' policies, benefits provided to a same-sex spouse are not treated as taxable for federal tax purposes. The benefits will continue to be subject to existing taxation under state and local laws.
Individuals affected by this federal ruling may update their benefits information by:
humres/benefits/laws.taxes.samesex.html .
For more information on the federal tax treatment of same-sex spousal benefits, review the IRS Ruling 2013-17 and the IRS Frequently Asked Questions.
- supplying marriage certificates or other spousal status documentation, such as immigration papers to identify an employee-spouse relationship
- providing the top half of current federal tax forms identifying an employee-spouse relationship.
