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KJ2

AOS What year taxes (split)

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Hello,

 

I haven't filed for 2018 yet as I typically file in March or early April each year.  My AOS packet will be sent before I file for this year and I'm not sure which years of tax returns to include.  Do I include 2015, 2016, and 2017 or do I include 2016 and 2017 and state that 2018 will go with me to the interview?  Not sure which is preferable.

 

Thanks!

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2 hours ago, KJ2 said:

Hello,

 

I haven't filed for 2018 yet as I typically file in March or early April each year.  My AOS packet will be sent before I file for this year and I'm not sure which years of tax returns to include.  Do I include 2015, 2016, and 2017 or do I include 2016 and 2017 and state that 2018 will go with me to the interview?  Not sure which is preferable.

 

Thanks!

Preferable, would be to file your 2018 taxes before submitting AOS.  Second choice is to use 15, 16, and 17, as those ARE your last three tax returns.  Have your spouse carry the 2018 return copy to the interview.


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2 hours ago, pushbrk said:

Preferable, would be to file your 2018 taxes before submitting AOS.  Second choice is to use 15, 16, and 17, as those ARE your last three tax returns.  Have your spouse carry the 2018 return copy to the interview.

Thanks!

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