Skylane
Level 11
02-28-2023
03:49 PM
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1. Was the property jointly owned prior to transfer or individually owned.?
2. By transfer, I assume you mean the title was transferred and the deed recorded.
3. What form of company does the husband have? Does your client have an ownership interest?
4. Was there any payment made for the property? If so, was it FMV?
5. Did they file MFJ in 2021? What will they file in 2022
Start with these…. Others will have more q’s
If at first you don’t succeed…..find a workaround