Form preview

Get the free If a joint return, spouse s rst name

Get Form
Nov 13, 2017 ... When you file your first tax return together, decide whose name ... for 2016, and you are filing a joint return for 2017 with the same spouse, ...
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign if a joint return

Edit
Edit your if a joint return form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your if a joint return form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing if a joint return online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Follow the guidelines below to use a professional PDF editor:
1
Set up an account. If you are a new user, click Start Free Trial and establish a profile.
2
Upload a file. Select Add New on your Dashboard and upload a file from your device or import it from the cloud, online, or internal mail. Then click Edit.
3
Edit if a joint return. Text may be added and replaced, new objects can be included, pages can be rearranged, watermarks and page numbers can be added, and so on. When you're done editing, click Done and then go to the Documents tab to combine, divide, lock, or unlock the file.
4
Get your file. When you find your file in the docs list, click on its name and choose how you want to save it. To get the PDF, you can save it, send an email with it, or move it to the cloud.
With pdfFiller, it's always easy to deal with documents. Try it right now

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out if a joint return

Illustration

How to fill out if a joint return

01
Gather all the necessary documents, such as your W-2 forms and any other income statements.
02
Decide whether you will file jointly as a married couple.
03
Choose the appropriate tax form to fill out. Typically, this would be Form 1040.
04
Enter your personal information, including your names, Social Security numbers, and addresses.
05
Report your income and deductions accurately on the tax form.
06
Check for any credits or deductions that you may be eligible for and claim them on the form.
07
Double-check all the information entered on the form to ensure accuracy.
08
Sign and date the tax form before submitting it.
09
File the joint return either by mail or electronically, depending on your preference.
10
Keep a copy of the filed tax return for your records.

Who needs if a joint return?

01
Married couples who want to benefit from certain tax advantages may choose to file a joint return.
02
Couples in which both spouses have income can often save on taxes by filing jointly.
03
Filing jointly can also increase eligibility for certain tax credits and deductions.
04
In some cases, filing jointly may be required if one spouse wants to claim certain tax benefits.
05
It is recommended to consult with a tax professional or utilize tax software to determine whether filing jointly is beneficial for your specific situation.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.0
Satisfied
33 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Filling out and eSigning if a joint return is now simple. The solution allows you to change and reorganize PDF text, add fillable fields, and eSign the document. Start a free trial of pdfFiller, the best document editing solution.
if a joint return can be edited, filled out, and signed with the pdfFiller Google Chrome Extension. You can open the editor right from a Google search page with just one click. Fillable documents can be done on any web-connected device without leaving Chrome.
pdfFiller has an iOS app that lets you fill out documents on your phone. A subscription to the service means you can make an account or log in to one you already have. As soon as the registration process is done, upload your if a joint return. You can now use pdfFiller's more advanced features, like adding fillable fields and eSigning documents, as well as accessing them from any device, no matter where you are in the world.
A joint return is when two individuals file their taxes together as a married couple.
Married couples who want to combine their income and deductions can file a joint return.
Both spouses must provide their personal information, income, deductions, and any additional requested information on the joint return form.
The purpose of filing a joint return is to simplify the tax filing process for married couples and potentially lower their overall tax liability.
Both spouses' personal information, income, deductions, and any other relevant tax information must be reported on a joint return.
Fill out your if a joint return online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.