Spouse’s Employment Assets and Income (including retirement accounts)
Report your spouse’s assets and income related to employment in Part 5. For purposes of this Part, “employment-related” is interpreted broadly to cover, with certain exceptions, all of your spouse’s non-investment activities as well as your spouse’s retirement accounts. Learn how to report a particular asset by selecting that asset or source of income from the table below.
Other Assets and Income Related to Your Spouse’s Employment
If your spouse has a type of asset or income related to employment that is not listed above, click here for general guidance.
No Assets or Income Related to Your Spouse’s Employment
If you do not have any assets or income to report related to your spouse’s employment, you need to state this fact. Within Integrity, you would make the statement by marking the “I do not have...” checkbox. For hard copy reports, write “None” for the first line entry.