How can I make sure my 2006 tax refund is split between me & soon-to-be EX without legal hassle?

Question

I'm filing for divorce this month and we're splitting our assets 50/50. My tax-savvy EX wants to do the 2006 years taxes as "married filing jointly" so we both can benefit with a larger refund and she says she'll mail me my portion once it's cashed (yea,right). How can I make sure she doesn't get the refund and keep it (she can forge my name very well). She lives across the country from me. Any ideas???? I wonder if I can take care of that through the IRS rather than in my divorce papers. It just seems that no matter what it says it divorce papers...once she's gets it and spends it ..I'll never get it back

FYI.....the new irs direct deposit would not work. Banks won't accept a joint check into an individual account.

Answer 1

Mutually agree to have a company like H&R Block do them. Let your lawyer know about this upfront so there are no issues related to the refund (who and how much).

Answer 2

Beginning this year, the IRS allows the splitting of refunds in to separate bank accounts. This could be an option for you.

You each provide a bank account and each of your share gets directly deposited.

Try to have your account listed first though. In the case of IRS offsets, they will take the money from the last listed account first.

Answer 3

There's a new feature this year - when you file, you can have the refund deposited into up to three separate accounts. So agree on how much goes to whom, and get the split put into your separate accounts.

Answer 4

Been there - done that------And DIDN'T get the check!
According to my own tax attorney (found him after the fact), file separately. The few dollars you might keep by filing jointly is not worth the possibility of never getting your portion of the refund.
She can file at her current address and you file at YOUR current address then she will never get her hands on your check to forge your name.
My husband and I filed jointly for the same reason. He got the check, forged my name, cashed it and I didn't see a penny. I contacted the IRS who said basically "too bad, his name was on it too".
Good Luck,
Cee

Answer 5

File electronically. Have half of the refund wired to your account and half to hers. Forget H&R Block. They're a bunch of part time tax accountants. Most have jobs doing other things. Go to a professional.

Answer 6

the priority with it somewhat is what your mom did grew to become into unlawful. you will likely ought to initiate with the IRS for a replica of the cashed verify. the different issue is the only thank you to recoup your money with out your mom surely returning it to you willingly is to get the police in touch. Whats WORSE is she commited fraud/ theft with Federal money. this could get her into some extreme difficulty. So your concepts are to communicate on your mom, or to bypass around your mom, and get it back interior the process the court structures. If it somewhat is your selection, then provide the IRS a call and tell them which you in no way won your verify. they'll stick to their paper path and inform you it grew to become into cashed and what to do from there. no longer common option to make... is it truly worth $900 greenbacks? you in all probability won't ought to get an lawyer, even however, it heavily isn't speedy and your mom could be ordered to pay restitution (on the least) through the courts. next 12 months i could evaluate getting your refunds direct deposited to circumvent this. Sorry to take heed to this occurred. good success.

Answer 7

You can file for Direct Deposit and state the amount you want into each account. I had to that with my ex for 2004, and it worked fine.

Hope it helps.