Joint Return Test

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Dictionary Says

Definition of 'Joint Return Test'

One of the tests administered by the IRS that potential dependents must pass in order to be claimed as such by another taxpayer. The joint return test stipulates that no dependent can file a joint return with a spouse and still be claimed as a dependent on someone else's return, such as that of a parent or guardian. There are, however, exceptions to this rule.
Investopedia Says

Investopedia explains 'Joint Return Test'

A taxpayer filing a joint return can be claimed as a dependent under two separate exceptions. One is when neither the dependent nor his or her spouse is required to file a tax return, except to claim a refund. The other is when neither the dependent nor his or her spouse would owe any tax if he or she were to file separately instead of jointly. In these cases, another taxpayer may claim this person as a dependent.
Search results for

'Joint Return Test'

  • How To Claim A Dependent On Your Tax Return

    http://www.investopedia.com/articles/tax/09/claim-a-dependent.asp
    ... Joint-Return Test: If a dependent is married and files a joint return with his or
    her spouse, the dependent does not count as a qualifying child. ...

  • Tax Rules For Resident And Nonresident Aliens

    http://www.investopedia.com/articles/tax/11/tax-tips-for-non-residents.asp
    ... are permanent legal residents and have also passed the residence test (see below ...
    opt to claim them as dependents in some cases instead of filing a joint return. ...

  • Top Tax Tips For Retirees

    http://www.investopedia.com/articles/tax/11/tax-tips-for-retirement.asp
    ... that pass an “active participation test” as real estate ... Use taxable accounts (individual,
    joint, trust) for withdrawing ... on your federal tax return if your ...

  • CFA Level 1 Study Guide - Quantitative Methods - Joint Probability ...

    http://www.investopedia.com/exam-guide/cfa-level-1/quantitative-methods/joint-probability.asp
    ... Time-Weighted Return; 2.8 Calculating Yield; 2.9 Statistical Concepts And Market ...
    2.13 Basic Probability Concepts; 2.14 Joint Probability; 2.15 Advanced Probability ...

  • Retiring Early: How Long Should You Wait?

    http://www.investopedia.com/articles/retirement/06/retiringearly.asp
    ... If you are married and file a joint return, you must combine your incomes and your
    Social Security. ... Up to 60 of the questions on this test are case studies. ...

  • CFA Level 1 Study Guide - Quantitative Methods - Money Vs. Time ...

    http://www.investopedia.com/exam-guide/cfa-level-1/quantitative-methods/discounted-cash-flow-time-weighted-return.asp
    ... Time-Weighted Return; 2.8 Calculating Yield; 2.9 Statistical Concepts And Market ...
    2.13 Basic Probability Concepts; 2.14 Joint Probability; 2.15 Advanced Probability ...

  • Pass On Wealth To Spread Holiday Cheer

    http://www.investopedia.com/articles/pf/07/holiday-cheer.asp
    ... one of you makes little or no income, as long as you file a joint return. ... has hit
    the local bar scene to rate cocktails for ForbesTraveler.com, test-driven a ...

  • Tips On How To Use IRAs To Boost Retirement Savings

    http://www.investopedia.com/articles/retirement/02/101602.asp
    ... Between $167,001 and $177,000 and you are married and file a joint tax return; Between
    $105,001 and ... Up to 60 of the questions on this test are case studies. ...

  • CFA Level 1 Study Guide - Quantitative Methods - Interpreting ...

    http://www.investopedia.com/exam-guide/cfa-level-1/quantitative-methods/test-statistics-interpreting-results.asp
    ... Time-Weighted Return; 2.8 Calculating Yield; 2.9 Statistical Concepts And Market ...
    2.13 Basic Probability Concepts; 2.14 Joint Probability; 2.15 Advanced Probability ...

  • Some Things You Should Know About The Marcellus Shale

    http://stocks.investopedia.com/stock-analysis/2011/Some-Things-You-Should-Know-About-The-Marcellus-Shale-RRC-CHK-STO-REXX1208.aspx
    ... of $6.00 per MMBtu would boost that return to 134 ... Upper Devonian shale and plans
    an additional test well in ... ASA (NYSE:STO) are involved in a joint venture to ...

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