Tax refund

[Isis1]

doesn't filing jointly require HER signature as well as his?

 

[Bali Hai]

doesn't filing jointly require HER signature as well as his?

Well the knucklehead isn't around to give her signature now is she????

 

[Ohiogal]

I'm pretty certain he has filed married filing jointly in the past, what prevents him from doing so for tax year 2007??

He needs his wife's permission to file with her on his taxes. And if he do so without it, it is tax fraud. Come on Bali -- I was trying to give you the benefit of the doubt that you were NOT suggesting he commit tax fraud.

 

[Bali Hai]

He needs his wife's permission to file with her on his taxes. And if he do so without it, it is tax fraud. Come on Bali -- I was trying to give you the benefit of the doubt that you were NOT suggesting he commit tax fraud.

Hey I'm not suggesting tax fraud. If he needs her permission, he simply calls her up and asks for it, case closed.

 

[Sad Scooter]

Thank you for all of your response. I'll give you a little more info on the situation. My wife decided that raising kids was too hard of a job. She would rather do drugs and sleep all day. So she went to live with her new boyfriend who I have recently found out that she has been sleeping with for a month or so. Yes I know I am stupid for letting it go on for as long as it has but I wanted to keep the family together. I plan on filing for divorce as soon as I have the tax money back. She will not fight me for the kids because she doesn't want them. She has seen them twice since christmas and each time was just for a couple of hours because the were overwhelming her.

My question I guess now is**************.. how can I file, legally, so I get to keep the money. I worked it up on turbo tax (haven't filed anything yet)(I make under 20,000 a year) as married filing seperatly and the refund if a considerable amount. I havn't seen what it will do if I file married filing jointly yet.

 

[Bali Hai]

Thank you for all of your response. I'll give you a little more info on the situation. My wife decided that raising kids was too hard of a job. She would rather do drugs and sleep all day. So she went to live with her new boyfriend who I have recently found out that she has been sleeping with for a month or so. Yes I know I am stupid for letting it go on for as long as it has but I wanted to keep the family together. I plan on filing for divorce as soon as I have the tax money back. She will not fight me for the kids because she doesn't want them. She has seen them twice since christmas and each time was just for a couple of hours because the were overwhelming her.

My question I guess now is**************.. how can I file, legally, so I get to keep the money. I worked it up on turbo tax (haven't filed anything yet)(I make under 20,000 a year) as married filing seperatly and the refund if a considerable amount. I havn't seen what it will do if I file married filing jointly yet.

Married filing jointly should get you a considerably bigger refund. Tell your wife that is the way you will be filing and get her ok.

You can't "legally" keep all of the refund in either case. Let your conscience be your guide. You have all the tools available in other posts here as how to proceed.

 

[Sad Scooter]

To Bali Hai, You are right , I double checked what I had done on turbo tax and I had put head of house hold. I am understanding that, that is not legal so I tried it as married filing seperatly and married filing jointly. I do get considerable more money badk if I file together. I'll just have to split it with her. Unless I can appeal to what decency she might have left and convince her to take a smaller portion so I can have more money for the kids. Thanks for all of your advice.

 

[LdiJ]

To Bali Hai, You are right , I double checked what I had done on turbo tax and I had put head of house hold. I am understanding that, that is not legal so I tried it as married filing seperatly and married filing jointly. I do get considerable more money badk if I file together. I'll just have to split it with her. Unless I can appeal to what decency she might have left and convince her to take a smaller portion so I can have more money for the kids. Thanks for all of your advice.

Just remember that if she worked at all during 2007, her income has to be included on the return as well.

 

[Bali Hai]

Just remember that if she worked at all during 2007, her income has to be included on the return as well.

Sad Scooter
Junior Member Join Date: Jan 2008
Posts: 7

Tax refund

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What is the name of your state? Oklahoma
My wife left the family right after Christmas. I have all 3 children under the age of 6. My wife has never worked. We are NOT legally seperated or divorced. My question is... is she intitled to any of my tax refund

 

[Bali Hai]

To Bali Hai, You are right , I double checked what I had done on turbo tax and I had put head of house hold. I am understanding that, that is not legal so I tried it as married filing seperatly and married filing jointly. I do get considerable more money badk if I file together. I'll just have to split it with her. Unless I can appeal to what decency she might have left and convince her to take a smaller portion so I can have more money for the kids. Thanks for all of your advice.

Then there is nothing holding you back from filing for divorce. The sooner you do that, the sooner you might be getting child support from her.

 

[StampGirl]

And that is called tax fraud...which is seriously punishable by fines and penalties, and could even result in jail time.

Please don't comment on tax questions Bali...because your advice could hurt someone badly. I am a professional tax consultant.

Yes, people can do all kinds of illegal things with online filing....and seriously suffer the consequences a year or two later. Its NEVER worth it.

He can't do what you are suggesting that he do without committing blantant identity theft or blatant tax fraud.

My Ex did this. We filed our last return together and agreed to split the refund after property taxes were paid from it. Each of us getting around $3,000. The refund came electronically and BAM the money was immediately transferred into an account with only his name on it. He divided it in half, paid the property taxes out of MY half (two yrs worth of taxes) and gave my half to his attorney to hold in an escrow account.

Needless to say, he found himself so fast in court where he had to cough up not only the money he gave his attorney that was mine but ALSO my half of the taxes he paid. With interest of course. The judge was none too pleased with him and his attorney's tactics. I also had to wait almost a year before I received the money because they kept delaying divorce hearings etc.

My advice to the OP is to file together, then split the refund with her. SHE is entitled to half of it just as he is entitled to half.

 

[Bali Hai]

My Ex did this. We filed our last return together and agreed to split the refund after property taxes were paid from it. Each of us getting around $3,000. The refund came electronically and BAM the money was immediately transferred into an account with only his name on it. He divided it in half, paid the property taxes out of MY half (two yrs worth of taxes) and gave my half to his attorney to hold in an escrow account.

Needless to say, he found himself so fast in court where he had to cough up not only the money he gave his attorney that was mine but ALSO my half of the taxes he paid. With interest of course. The judge was none too pleased with him and his attorney's tactics. I also had to wait almost a year before I received the money because they kept delaying divorce hearings etc.

My advice to the OP is to file together, then split the refund with her. SHE is entitled to half of it just as he is entitled to half.

Of course, you are a woman. If you had done the same thing the judge would have overlooked it and found a way to weasel his share of the return out of him to you.

I know this to be true because my ex liquidated an IRA that should have been considered wasteful dissapation of marital assets by the court. The court did NOTHING about it. You can bet your @ss if I had pulled that crap, there would have been hell for me to pay.

Besides, OP is in a much different situation that yours!!

 

[tuffbrk]

Of course, you are a woman. If you had done the same thing the judge would have overlooked it and found a way to weasel his share of the return out of him to you.

Nah...it's not man or woman based. I've decided that judges put all of the burden on the working party or primary breadwinner. Kind of like the boss that instead of making your colleague pull their load, instead assigns more work to you since you're so reliable. The judges, IMO, just carelessly assign all burden to the party who works or earns more.

Besides, Bali, we read here every day about those poor, little men and women that contributed less financially yet had tried SO HARD in the past to do so for the family (earnest nodding of head here )- in spite of us meanies that don't WANT them to work and don't LET them work...

Grr....

 

[Bali Hai]

Nah...it's not man or woman based. I've decided that judges put all of the burden on the working party or primary breadwinner. Kind of like the boss that instead of making your colleague pull their load, instead assigns more work to you since you're so reliable. The judges, IMO, just carelessly assign all burden to the party who works or earns more.

Besides, Bali, we read here every day about those poor, little men and women that contributed less financially yet had tried SO HARD in the past to do so for the family (earnest nodding of head here )- in spite of us meanies that don't WANT them to work and don't LET them work...

Grr....

Agree with everything you've said. The judges are playing Robin Hood.

They ought to equalize the earnings of employees when they leave the company with the CEO!! That would make the same sense as what they do in divorces!!

 

[VeronicaLodge]

score one for bali!!!!!!