MFS in California

Technical topics regarding tax preparation.
#1
Posts:
38
Joined:
13-Sep-2022 6:32pm
Location:
California
I am doing a tax return for the wife (new client for me). The couple separated in 2022, and got divorced in early 2023.
She gave me all of her information and their 2021 joint tax return. The 2021 tax return shows that the ex husband has a very big W-2, investments and rental properties. She has no access to this information for 2022 year.
How do I go about their joint rental income and investments (if there are any)?
Should I get in writing from him that he won't be splitting half of his income and allocating it to her? Her tax return is simple, I can e-file it today. But I am afraid that he will file later this year and half of his income will be allocated to her.

Thank you.
 

#2

#3
Posts:
38
Joined:
13-Sep-2022 6:32pm
Location:
California
Thank you very much!!!
From what I read, the husband is responsible for reporting the income as long as he didn't notify his wife about that income.
And she is allowed to exclude that income if she establishes that she didn't know that income.

So, I will probably make her get something in writing that states that he is not going to share that information with her

Thank you again
 


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