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bernie10
Level 3
10-02-2022
10:37 AM
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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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abctax55
Level 15
10-02-2022
11:04 AM
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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?
"*******Tax software is no substitute for a professional tax preparer*******
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