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MFS Spouse refuses to give SS#

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I just met with a new client who hasn't filed in 3 years. Seems that he has an estranged wife, so he needs to file MFS. Spouse refuses to give him her SS#. I assume that all we can do is paper file and wait for the letters. Any way that we could code the return to e-file? (She is not an alien.)

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Does he have prior returns? Prior medical claims when SSNs were used? Working with a lawyer? Anything he can offer her in exchange? Does she need to file MFS, or does she qualify for HOH? Paper is not so horrible!

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You may still be able to get a transcript of the last return filed, 2015?  If she was on it as a joint return, her SSN will be on it. You will have to be registered for both e-services and Secured Object Depository (SOD) where the transcripts will be deliverd.  They are no longer faxed, but the good part is that the names, SSN's and addresses are no longer truncated.   Of course you will also need form 2848, or 8821.

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I'd write "Refused" in the space for her social security number and paper file.  Hopefully here isn't a big refund hanging in the balance. Does the fact that he hasn't filed in 3 years and she refuses to provide the social security number cause you to feel uneasy in any manner?  (For me, a couple of alarm bells are sounding.)

 

 

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I've had a couple of these situations and we paper filed.  One has been out of the picture my client doesn't even know where her husband is.  The second ones husband was incarcerated and she no longer has contact with him.  Both women let husband do everything do had no ss number.

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If there are no tax differences for filing single, the return could still be efiled.  The IRS doesn't know who is married and who isn't.  They are only interested in getting the right amount of tax.

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