Dependency Exemption in Divorce

Written by Reed Tinsley | June 23, 2009

 

In chief counsel advice, the IRS concludes that for divorce decrees or separation agreements executed before July 3, 2008, a noncustodial parent may claim a dependency exemption without using Form 8332, when (1) the appropriate pages from the divorce decree or separation agreement which unconditionally allows the exemption claim are attached to the return, and (2) when the attached pages constitute a statement substantially similar to requirements of Form 8332. For tax years beginning after July 2, 2008, a custodial parent must release a claim of dependency exemption on Form 8332 or on a separate release document that has as its only purpose the release of a claim to exemption.

About the Author

Reed Tinsley CPA

This article is written by Reed Tinsley, a Houston, TX-based CPA with over 30 years of experience advising physicians and medical practices across Texas and the United States. Reed holds certifications as a Certified Valuation Analyst (CVA), Certified Healthcare Business Consultant (CHBC), and Certified Financial Planner (CFP), specializing exclusively in the healthcare sector. He is a published author, nationally recognized speaker, and trusted advisor to physicians on accounting & tax, practice management, and financial planning. Schedule a Free Consultation.

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