This is for TY 2011. I have a client that is separated from his wife. She gets a trust K-1. He is wanting to get their tax returns done but said she has not provided the K-1.
I am not sure how smooth things are going with the separation but say she never does provided the K-1.
From what I have found the options are to:
Tell him to wait until August/September to see if she will provide the K-1.
Get separate POAs and call IRS to get a copy of the K-1
File form 8082 with the return with estimates.
Does that cover all my options?
Also questions on dealing with separations/divorces.
I often will email clients the efile documents to sign. Often only one spouse will come to drop off the forms, pickup return, and pay me. Now with a separation/divorce situation should I insist the clients come to the office in person to sign?
My thoughts are there is always a risk that one spouse could sign the other spouses name on the efile forms. Do not want to get into that mess.
Thank you for any help
D
I am not sure how smooth things are going with the separation but say she never does provided the K-1.
From what I have found the options are to:
Tell him to wait until August/September to see if she will provide the K-1.
Get separate POAs and call IRS to get a copy of the K-1
File form 8082 with the return with estimates.
Does that cover all my options?
Also questions on dealing with separations/divorces.
I often will email clients the efile documents to sign. Often only one spouse will come to drop off the forms, pickup return, and pay me. Now with a separation/divorce situation should I insist the clients come to the office in person to sign?
My thoughts are there is always a risk that one spouse could sign the other spouses name on the efile forms. Do not want to get into that mess.
Thank you for any help
D
Comment