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bernie10
Level 3
October 2, 2022
Question

Filing Stataus

  • October 2, 2022
  • 2 replies
  • 10 views

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?

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2 replies

abctax55
abctax55
Level 15
October 2, 2022

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?

HumanKind... Be Both
    BobKamman
    BobKamman
    Level 15
    October 2, 2022

    Are you in a community property state?

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