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My ex wants to file a joint return using turbo tax and he provided me a list of questions via email so I can respond. Is there a pdf of those questions on turbo tax?

I would like to know if turbo tax provides those questions in a pdf format so I can request my ex to send a pdf instead of writing an email with those questions. He has not shared any of his information and asking for my sensitive information via email
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3 Replies

My ex wants to file a joint return using turbo tax and he provided me a list of questions via email so I can respond. Is there a pdf of those questions on turbo tax?

If you were not legally married on 12/31/2022 then you cannot file as Married Filing Jointly.  You must file as Single unless you have dependents to claim on your 2022 tax return.

My ex wants to file a joint return using turbo tax and he provided me a list of questions via email so I can respond. Is there a pdf of those questions on turbo tax?

in order to file a joint return for a year you must be married on the last day of that year. so, if your divorce was final in 2023, you can file a joint return for 2022 but you are not required to do so.  if your divorce was final by 12/31/2022 you cannot file a joint return for 2022. 

and no, Turbotax does not have a PDF to send to your ex.

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if you lived apart for the last 6 months of 2022 and paid more than 1/2 the cost of keeping up a home for yourself and your child(ren)who lived with you for more than 6 months then you may be able to file as head of household.

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giving your ex complete control of the return filing could result in him claiming the entire refund for himself even though you might be due a portion. For example, if you had more than enough taxes paid in but he didn't he could use your overpayment to pay taxes he owes because he did not pay enough in. About the only way around this is for you to file a paper return that he has signed and sent to you for filing. It is criminal for him to file a joint return without your consent. 

 

 

 

 

My ex wants to file a joint return using turbo tax and he provided me a list of questions via email so I can respond. Is there a pdf of those questions on turbo tax?

Let's assume you were still legally married on 12/31/22.  In that case, you can file jointly if you believe it is in your best interest.  You also have the option to refuse, and use one of the separate filing statuses that may be available, either married filing separately, or head of household, as described by others.  You can't file as single.

 

With joint filing, you will generally pay the lowest tax and get the largest refund, because some deductions and credits are limited or disallowed when filing separately.  However, you would want to agree in advance about how to divide any refund payment.  Also, when you agree to file a joint return, you become jointly and severally liable for all the claims on the joint return, and the IRS can come after either spouse for any wrongdoing, even if you didn't know about it.  So the decision to file jointly when a divorce is pending but not completed has more issues to think about than just the size of the refund.

 

If you agree to file jointly, I would be careful about sending personal information by email.  Can you meet your ex in person?  Or have them ask questions over the phone?  There is no way to generate a PDF or script of the Turbotax interview to follow along, unfortunately.  But you can download the general tax instructions and copies of the IRS forms and schedules if that would help.

PDF 2022 Publication 17 - Internal Revenue Service

https://www.irs.gov/forms-pubs/about-form-1040

 

Also as stated, if your divorce was final on or before 12/31/22, you can't file as married.  You would file as single, or perhaps head of household if you qualify.

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