Family Matters: Birth of Child / Adoption

The addition of a child to your family whether you had a new baby or adopted a child may entitle you to several tax benefits. For a child born or adopted (the adoption must be final) during the year you will be able to claim the child as a dependent on your tax return and receive an exemption for the dependent.

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Family Matters: Changed Marital Status

If you got married during 2015 your filing status may have changed. You and your spouse will need to decide if you are going to file a joint return or separate returns. There are several tax consequences you should be aware of when making this decision. Generally it is most advantageous to file a joint return.

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Family Matters: Injured Spouse

If your refund was used to offset debt for past due federal income tax, other federal debt, such as student loans, and child and spousal support, you filed a joint return and only one spouse owes the past due amount, the other spouse is considered an injured spouse. The injured spouse can file Form 8379, Injured Spouse Allocation to receive their portion of the refund. See instructions for Form 8379 at www.irs.gov

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