Taxpayer got married during 2022 and spouse's return will be filed by another tax preparer. What information do I need to file my client's return?
At a minimum:
Name, DOB, SSN = all income/deduction info as needed to complete Form 8958 (Community Property State) before & after date of marriage.
Are they aware that MFS is generally the *worst* filing status?
Are you in a community property state?
