The same thing can happen if one spouse has defaulted on a federal student loan for which only that spouse is responsible for repayment, and the couple's refund is seized as a result. Form 8379 essentially asks the IRS to release the injured spouse's portion of the refund. TurboTax Tip...
Killer IRS Injured Spouse Relief Form 8379Joe Mastriano, CPA
Tax Topic (and Publication) 971 vs. Code 971 on your Transcript The 971 tax topic covers a broad range of spousal tax treatments and is based on IRS publication 971. It is focused on different tax treatments related to innocent (and not injured) spouse relief. This includes when a tax l...
Includes a Form 8379,Injured Spouse Allocationwhich could cause delays for up to 14 weeks due to additional (manual) processing and verification by the IRS. Needsfurther reviewsin general by the IRS. Most tax processing systems have automated checks looking forcommon red flags and are then flagge...
a past-due amount, the IRS may classify the other spouse as what they call an injured spouse. The IRS requires an injured spouse to fileForm 8379, "Injured Spouse Allocation." There are two qualifications for an injured spouse to receive a refund of an overpayment shown on a joint return...
It can be complicated to change filing statuses from federal to state and we generally commend using the same status across both returns. If you want or need to change the status on your state return, you may be able to change this when you prepare your taxes on eFile.com. ...