Tax Returns

[JD2 72]

My spouse is removing conditions next year.  The I-751 instructions say "complete joint Federal and State tax returns."  1. Do they mean the actual returns or the tax transcripts or both?  2. My accountant put the wrong address.  He used a work address.  Is there any way to correct this?  My accountant says no.  3.  For reasons other than the address, I may need to do an amendment (getting advice from another CPA).  If I do, what should I include?  The transcript won't be updated so I'm guessing transcript + tax return + amended return?  Such a mess 😩

[Crazy Cat 41,836]

No need to send both transcripts and tax returns. Either transcripts or complete tax return packages showing both spouses is sufficient.

[JD2 72]

8 minutes ago, Crazy Cat said:

No need to send both transcripts and tax returns. Either transcripts or complete tax return packages showing both spouses is sufficient.

Do you think the incorrect address is an issue?  My accountant swears many people put their work address or even their CPA's address on their returns.

[Crazy Cat 41,836]

9 minutes ago, JD2 said:

Do you think the incorrect address is an issue?  My accountant swears many people put their work address or even their CPA's address on their returns.

Non-Issue.

[JD2 72]

3 minutes ago, Crazy Cat said:

Non-Issue.

Thank you

[Crazy Cat 41,836]

5 minutes ago, JD2 said:

Thank you

Imo, it much more important that the tax records show a joint filing (financial co-mingling).  Thus, in this case, I don't see the address as an issue.  However, other records showing both spouses living at the same address is also important for demonstrating the bona fide relationship.  Good luck.  Once you get past the ridiculous I-751, it will get easier.  

[JD2 72]

21 minutes ago, Crazy Cat said:

Imo, it much more important that the tax records show a joint filing (financial co-mingling).  Thus, in this case, I don't see the address as an issue.  However, other records showing both spouses living at the same address is also important for demonstrating the bona fide relationship.  Good luck.  Once you get past the ridiculous I-751, it will get easier.  

Yes, we filed jointly this year (spouse's first year here).  I even filed MFS last year when spouse was abroad waiting for interview.  Only problem with including that is when you do MFS, the spouse name does not show up on the transcript so I'd have to include the entire 30+ page tax return.