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This form is used to check for deficiencies in employee plans, particularly focusing on top-heavy plans and necessary amendments to ensure compliance with IRS regulations regarding vesting schedules,
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How to fill out form 8397
How to fill out Form 8397
01
Obtain Form 8397 from the IRS website or your local tax office.
02
Fill out your personal information at the top of the form, including name, address, and Social Security number.
03
Complete the sections that apply to your situation, providing accurate financial information.
04
Review the instructions provided with the form for specific details on each section.
05
Double-check all entries for accuracy to avoid processing delays.
06
Sign and date the form where indicated.
07
Submit the completed form according to the filing instructions, either electronically or by mail.
Who needs Form 8397?
01
Individuals or businesses seeking a refund of overpayment of taxes.
02
Taxpayers who have made estimated tax payments that exceed their actual tax liability.
03
Anyone who wants to claim tax credits or adjustments that result in a refund.
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People Also Ask about
Will the IRS take my refund if my husband owes me money?
The IRS cannot take your refund check (if you file separately) to pay for your husband's tax debt. If you file a joint tax return with your new husband, the refund belongs to both of you so the IRS will take it and apply it to his tax debt.
Should I file separately if my husband owes taxes?
Possibly, yes. Generally speaking, when you file your taxes separately, you each report your own income and expenses and are responsible for your own activities. His tax debt is his tax debt, and yours is yours.
What happens if one spouse owes taxes but the other spouse doesn't?
The non-liable spouse's share of a tax refund may be withheld and require filing of a request for injured spouse relief. Some joint assets such as joint bank accounts can be reached by the IRS, and in the case of bank accounts they can seize the entire account (because either spouse can access the entire balance).
Can you file an injured spouse form electronically?
Yes, you can file Form 8379 electronically with your tax return. 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.
What qualifies for injured spouse relief?
You may be eligible for injured spouse relief if: You filed a joint return with your spouse. Your tax refund was applied to your spouse's overdue debts. You weren't responsible for the debt.
How long does it take the IRS to process innocent spouse relief?
We'll review your request and contact your spouse or former spouse to ask if they want to participate in the process. We may take up to 6 months or longer to review your request. While you wait, continue to file and pay your taxes as usual.
Can the IRS come after my wife for my debt?
If the debt is from joint returns you filed together when married, the IRS can collect from either spouse even after the divorce. The IRS can collect from whomever has money, they don't have to collect 50/50 or honor your divorce agreement.
Will the IRS take my refund if my spouse owes?
Yes. The IRS can apply all or part of your joint refund to your spouse's legally enforceable past-due debt.
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What is Form 8397?
Form 8397 is a tax form used by certain organizations to report the costs associated with the acquisition of qualified property or services under specific tax regulations.
Who is required to file Form 8397?
Organizations that have expenditures related to acquiring qualified property or services which meet the criteria set by the IRS are required to file Form 8397.
How to fill out Form 8397?
To fill out Form 8397, organizations must provide their identifying information, report applicable expenses, and follow the financial reporting guidelines outlined by the IRS.
What is the purpose of Form 8397?
The purpose of Form 8397 is to allow organizations to report and claim tax credits or deductions related to qualified expenditures.
What information must be reported on Form 8397?
Information that must be reported on Form 8397 includes the name and taxpayer identification number of the organization, details of the reported expenses, and any relevant financial data required by the IRS.
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