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Couple up your savings is a process of combining and reporting all savings and investment accounts held jointly by a married couple.
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Married couples who hold joint savings and investment accounts are required to file couple up your savings.
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The purpose of couple up your savings is to accurately report and track all savings and investment accounts held jointly by a married couple for tax and financial planning purposes.
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All joint savings and investment accounts including account numbers, financial institutions, account balances, and any income earned from these accounts must be reported on couple up your savings form.
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