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Filing Stataus

bernie10
Level 3

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 Comments 2
abctax55
Level 15

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
Level 15

Are you in a community property state?