Preparer who does taxes on the side and doesn't e-file used to send a few clients my way back in the day for e-filing. Well, I pretty much snagged them as my own clients along the way, and I got away from the ERO-only action, but there is one straggler.
She came in today with an MFJ return, but told me she & hubby were divorced in Dec 2006. Said reason was insurance savings, and that they are still together. I'm thinking MFJ is no longer an option. "Wife" has no earnings, so I guess she'd be dependent of "husband," and he'd be HOH (kids at home.)
I'm in a state that recognizes common law marriages, and though she says they are still husbandy/wifey-ish, they signalled some sort of intention by actually divorcing. I declined to e-file. Further complication in my mind was that she showed up alone. Not saying this was her intention, but the possibility is that she's got his docs, and could direct his refund to herself. Yes, e-file needs his signature, but I don't follow her home to see who's signing.
Anyone want to confab on this, and throw in their two cents?
She came in today with an MFJ return, but told me she & hubby were divorced in Dec 2006. Said reason was insurance savings, and that they are still together. I'm thinking MFJ is no longer an option. "Wife" has no earnings, so I guess she'd be dependent of "husband," and he'd be HOH (kids at home.)
I'm in a state that recognizes common law marriages, and though she says they are still husbandy/wifey-ish, they signalled some sort of intention by actually divorcing. I declined to e-file. Further complication in my mind was that she showed up alone. Not saying this was her intention, but the possibility is that she's got his docs, and could direct his refund to herself. Yes, e-file needs his signature, but I don't follow her home to see who's signing.
Anyone want to confab on this, and throw in their two cents?
Comment