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2018/2017 Easy Update & Inflation Adjustments 6 hours (Plus Reminders on Select Provisions)Publication Date 2/22/2018 Copyright 2018 by CPEliteEMail support cpelite.com Phone (877) 5807169 Fax (877)
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How to fill out basic marital tax matters

01
Gather all necessary documents, such as W-2s, 1099s, and any other income statements.
02
Decide on your filing status—either married filing jointly or married filing separately.
03
Determine if you qualify for any tax benefits or deductions, such as the Earned Income Tax Credit or the Child and Dependent Care Credit.
04
Report your income on the appropriate tax forms, such as the 1040 or 1040A.
05
Enter your spouse's information, including their Social Security Number, if filing jointly.
06
Calculate your tax liability or refund using the tax tables or tax software.
07
Submit your completed tax forms by the deadline, either electronically or by mail.
08
Keep copies of all submitted forms and supporting documents for your records.

Who needs basic marital tax matters?

01
Anyone who is married and has income is required to file basic marital tax matters.
02
Couples who want to maximize their deductions and tax benefits should also consider filing jointly.
03
Individuals who are legally married but living separately may choose to file separately.
04
It is recommended to consult with a tax professional or use tax software to ensure accuracy and maximize tax savings.
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Basic marital tax matters involve the tax implications and considerations for married couples when filing their tax returns, including options for filing jointly or separately and the effects on income tax rates, deductions, and credits.
Married couples who have combined income, as well as those who are married but may choose to file separately, are required to file basic marital tax matters if their combined income meets or exceeds the filing threshold set by the IRS.
To fill out basic marital tax matters, couples should gather all relevant financial documents, choose a filing status (married filing jointly or separately), complete the appropriate IRS tax forms, and report their combined income and deductions accordingly.
The purpose of basic marital tax matters is to determine the correct tax liability for married couples, ensuring compliance with tax laws while optimizing potential tax benefits specific to married taxpayers.
Information that must be reported includes income earned by both spouses, any deductions or credits claimed, and additional information such as dependents, alimony, and any other tax-relevant financial details.
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