Get the free 8379 Injured Spouse Allocation - IRS tax forms

Allocation application form If you want to allocate part of your pension to more than one person, please use a separate form for each intended beneficiary. Please complete this form using BLOCK CAPITALS.1.

How to fill out 8379 injured spouse allocation

How to fill out 8379 injured spouse allocation

1. Gather all necessary documentation, such as your tax return, your spouse's tax return, and any supporting documents related to your situation.
2. Download Form 8379, Injured Spouse Allocation, from the IRS website or obtain a physical copy from a local IRS office.
3. Read the instructions provided with the form carefully to understand the eligibility requirements and how to complete each section.
4. Fill out the top section of the form, which includes your personal information, your spouse's personal information, and your filing status.
5. Follow the instructions to determine the amount you are applying for and how it should be allocated between you and your spouse.
6. Provide the requested information regarding your income, adjustments, deductions, credits, and tax liability on the form.
7. Explain in detail the reason for the allocation request in Part III of the form, including any supporting information or documents.
8. Double-check all the information you have entered to ensure accuracy and completeness.
9. Sign and date the form before submitting it to the IRS.
10. Make a copy of the completed form for your records and keep any supporting documents in case they are requested by the IRS for verification.

Who needs 8379 injured spouse allocation?

1. Anyone who is married and filed a joint tax return with their spouse, but is legally entitled to keep a portion of the refund due to outstanding debts or obligations of their spouse, may need to fill out Form 8379, Injured Spouse Allocation.
2. This form is required to protect the injured spouse's portion of the refund from being offset to satisfy the other spouse's obligations, such as unpaid taxes, child support arrears, or federal non-tax debts.
3. Therefore, if you find yourself in a situation where your refund is at risk due to your spouse's financial responsibilities, you may need to complete Form 8379 to ensure you receive your rightful share of the tax refund.

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What is 8379 injured spouse allocation?

Form 8379, Injured Spouse Allocation, is used by a spouse to request their share of a joint tax refund, which may have been withheld to pay a tax debt owed by the other spouse.

Who is required to file 8379 injured spouse allocation?

A spouse who believes they are entitled to a portion of the refund because their joint tax refund is being applied to pay a debt solely owed by the other spouse is required to file Form 8379.

How to fill out 8379 injured spouse allocation?

To fill out Form 8379, you should provide your personal information, your spouse's information, income details for both spouses, any tax withheld, and the allocation of any items accordingly.

What is the purpose of 8379 injured spouse allocation?

The purpose of Form 8379 is to allow the innocent spouse to claim their rightful share of a tax refund that would otherwise be intercepted due to the tax liabilities of the other spouse.

What information must be reported on 8379 injured spouse allocation?

On Form 8379, you must report personal identifying information, income details, tax withheld, and the allocation of income and tax credits between both spouses.