What is injured spouse form?

The injured spouse on a jointly filed tax return files Form 8379 to get back their share of the joint refund when the joint overpayment is applied to a past-due obligation of the other spouse.
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What does filing injured spouse mean?

An injured spouse is an individual who has filed jointly with a spouse and received no refund because their spouse owed a debt that is being collected by either IRS or the Bureau of Fiscal Service and some or all of their refund was applied to that debt.
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How do I qualify for injured spouse relief?

To qualify for an injured spouse claim, you must meet all three following conditions:
  1. You are not required to pay the past-due amount. ...
  2. You reported income on the joint tax return. ...
  3. You made and reported payments on the joint return.
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Do I need to file an injured spouse form?

Typically, spouses are jointly responsible for a tax obligation so an injured spouse should file Form 8379 when they become aware that all or part of a share of a refund was, or is expected to be, applied against their spouse's legally enforceable past-due obligations.
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How long does it take to get a tax refund with an injured spouse claim?

Generally: If you file Form 8379 with a joint return electronically, the time needed to process it is about 11 weeks. If you file Form 8379 with a joint return on paper, the time needed is about 14 weeks. If you file Form 8379 by itself after a joint return has already been processed, the time needed is about 8 weeks.
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What is an injured spouse when dealing with the IRS?



How is injured spouse refund calculated?

The injured spouse's share of the overpayment is computed by subtracting that spouse's share of the joint liability, determined in accordance with the separate tax formula, from that spouse's contribution of credits toward the joint liability. The amount credited cannot exceed the amount of the joint overpayment.
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How do I file an injured spouse stimulus check?

Form 8379 is filed by one spouse (the injured spouse) on a jointly filed tax return when the joint overpayment was (or is expected to be) applied (offset) to a past-due obligation of the other spouse. By filing Form 8379, the injured spouse may be able to get back his or her share of the joint refund.
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What are the four types of innocent spouse relief?

These include Individual Shared Responsibility payments, business taxes, Trust Fund Recovery penalties for employment taxes, household employment taxes, and any other taxes deemed to exist outside of your relief.
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What is the IRS innocent spouse rule?

By requesting innocent spouse relief, you can be relieved of responsibility for paying tax, interest, and penalties if your spouse (or former spouse) improperly reported items or omitted items on your tax return.
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Why does injured spouse take so long?

Why does it take so long? Because injured spouse must be hand processed and anything hand processed in the IRS takes time - a lot of time.
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Can the IRS take my refund if my husband owes back taxes?

If your spouse owes money to the IRS and you file jointly, you both become responsible for each other's taxes, penalties, debt, and levies. This means your tax refund can be put toward your spouse's back taxes, even if you weren't responsible for the debt that was incurred.
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Do I have to file taxes with my husband if we are separated?

Filing Taxes When Divorce Isn't Final. If you are separated, you are still legally married. While you may think you should file separately, your filing status should be either: Married filing jointly (MFJ)
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Can the IRS take my refund if my husband owes child support?

Yes. His refund can possibly be garnished for past due child support. You may be able to file an Injured Spouse claim on Form 8379.
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How long do you have to file injured spouse?

Credit or Refund – Generally, you must file your request within 3 years after the date the original return was filed or within 2 years after the date the tax was paid, whichever is later.
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How many times can you file injured spouse?

Is there a limit to the number of years you can file an Injured Spouse form (8379) - due to an outstanding student loan? There is no limit to the number of year. The instructions for the form specifically state "You must file Form 8379 for each year you meet this condition and want your portion of any offset refunded."
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How do I file injured spouse with IRS?

If you don't owe and aren't responsible for any portion of the debt. If you're an injured spouse, you must file a Form 8379, Injured Spouse Allocation, to let the IRS know. You need to file Form 8379 for each year you're an injured spouse and want your portion of the refund.
Takedown request   |   View complete answer on taxpayeradvocate.irs.gov


What's the difference between innocent spouse and injured spouse?

An injured spouse claim is for allocation of a refund of a joint refund while an innocent spouse claim is for relief or allocation of a joint and several liability reflected on a joint return.
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Can I file single if I am married?

If you are married and living with your spouse, you must file as married filing jointly or married filing separately. You cannot choose to file as single or head of household. However, if you were separated from your spouse before December 31, 2020 by a separate maintenance decree, you may choose to file as single.
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Can I file single if I am married but not living together?

Or can I file single. If you are still legally married you cannot file as Single. You can file as Married Filing Joint (even if you are not living together but both must agree), Married Filing Separate, or if you qualify Head of Household.
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Is a wife responsible for her husband's debts?

When someone dies with an unpaid debt, it's generally paid with the money or property left in the estate. If your spouse dies, you're generally not responsible for their debt, unless it's a shared debt, or you are responsible under state law.
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How do I stop child support from taking my tax refund 2021?

There are several ways to stop the state and federal governments from taking your tax refunds including contacting your local Department of Child Support and Enforcement (DCSE) agency to file an appeal, setting up a payment plan for your delinquent payments, and requesting a hearing.
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What happens when you marry someone who owes taxes?

If you marry someone with a tax debt, you are not responsible legally to help repay those debts. That debt belongs solely to your spouse. Nearly every U.S. state recognizes that a spouse is not liable for premarital debt incurred by the other spouse. This not only goes for taxes but other debts as well.
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How do I know if my injured spouse form was accepted?

If you filed the Form 8379 by itself after a joint return has been processed by the IRS, then processing will take about 8 weeks. If it's been longer than the number of weeks mentioned above, you can call the IRS to check the status of it.
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Does injured spouse affect stimulus?

If you filed an injured spouse claim with your return and are impacted by this issue, you do not need to take any action. The injured spouse will receive their unpaid half of the total payment when the issue is resolved. We (IRS) apologize for any inconvenience this may have caused.
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Can stimulus check be garnished for child support?

By law, your second and third stimulus checks cannot be reduced to pay your or your spouse's past due child support. Your second and third stimulus checks will not be offset for any Federal or state debts. However, only your second stimulus check is protected from private debtors and creditors.
Takedown request   |   View complete answer on taxoutreach.org
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