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Both Taxpayers Have Rights on Joint Returns

From time to time we see situations on tax returns where one spouse had certain tax factors that the other spouse did not know about until their return was filed. An example of this is one spouse having unreported income that the other spouse didn’t know about which caused a large tax liability. Both taxpayers have rights on a joint return, this is known as innocent spouse relief. Per the IRS, taxpayers have the right to:

• File a separate return even if they’re married.
• Review the entire tax return before signing a joint return.
• Review supporting documents for a joint return.
• Refuse to sign a joint return.
• Request more time to file their tax return.
• Get copies of prior tax returns from the IRS.
• See independent legal advice.

Please consult your tax advisor on all the above information.

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