Man moved in 2008 from SC to TN, leaving wife behind. Appears he was not "leaving" because of discord but because logistics required that he first come and scout the town and find a house. Wife followed in Feb of 2009 and the two have been living happily together ever since. (OK, just take it at face value and don't try to read anything else into that comment)
There was no evidence of discord, and certainly no interlocutory decree or legal separation.
Husband and wife filed single for 2008, not having lived together on Dec 31, 2008. Claimed they didn't know that MFJ was an option. Turns out by virtue of filing single that they overpaid their taxes. Note that they each filed single and NOT MFS.
Should they file an amended return to get money back? I think the mathematical answer is yes, but I'm not sure anyone is going to believe to this fantastic story.
And I'm not sure I believe them either. But they are clients and I want to minimize their taxes.
There was no evidence of discord, and certainly no interlocutory decree or legal separation.
Husband and wife filed single for 2008, not having lived together on Dec 31, 2008. Claimed they didn't know that MFJ was an option. Turns out by virtue of filing single that they overpaid their taxes. Note that they each filed single and NOT MFS.
Should they file an amended return to get money back? I think the mathematical answer is yes, but I'm not sure anyone is going to believe to this fantastic story.
And I'm not sure I believe them either. But they are clients and I want to minimize their taxes.
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