One simple solution is to file a tax return electronically. But, if you really require to file a manual joint tax return, i.e., paper form 1040, following rules for signing in extra-ordinary circumstances apply, as suggested by IRS here.
- For joint return, both spouses must sign the return. But, if your spouse cannot sign because of a medical condition or mental illness, you can sign your spouse’s name in the proper place, followed by the word “by” then your signature, followed by the word “husband” or “wife.”You must attach a statement that includes the form number of the return you’re filing, the tax year, the reason your spouse cannot sign the return, and that your spouse has agreed to your signing for him or her.
- If you’re appointed as the guardian of your spouse who is suffering from medical conditions, you may sign the return for your spouse as “guardian.”
- For any reason other than medical conditions, you can sign the tax return on behalf of your spouse if you have a valid power of attorney (Form 2848 ) . that must be attached to the return.
- If you’re filing a tax return for a minor child who cannot sign the return, sign the child’s name followed by the word “by,” your signature, and your relationship, such as “parent” or “guardian for a minor child
Prashant Thakur Changed status to publish January 5, 2023
