My boyfriends soon to be ex wife refuses to give him a copy of the joint tax return they filed for 2009. She did the return using one of the internet based tax software programs. He’s asked her several times for a copy and she flat out refuses to make him a copy. She said she would give him a copy, only if he was being audited.
So this is morally and ethically wrong, but is it illegal?
BTW, yes, she kept the whole refund too.
No, it’s not legal, and boyfriend needs to lodge a complaint with the IRS, and get a good lawyer.
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It is not “illegal.” If he wants to, he can get a transcript of the return from IRS. However, if she filed the joint return without his consent, THAT is illegal.
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Since it was a joint return I think she has to give him a copy. But he can also call the IRS and have them send him a copy. That might be the simplest way to handle it. Good Luck.
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he can contact IRS and get a copy of it,it will cost something to get it or he can get a transcript for free and avoid her altogether
yes, she should have provided a copy to him but she is not obligated like a preparer would be, this something within a family
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If she filed a joint return without his agreement and signature, THAT was illegal. Not giving him a copy isn’t illegal.
He can get a copy or a transcript from the IRS
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