IRS 8379 Instructions 2024-2025 free printable template

Instructions for Form 8379Department of the Treasury Internal Revenue Service(Rev. November 2024)Injured Spouse Allocation (For use with the November 2023 revision of Form 8379)Innocent Spouse ReliefSection

How to fill out injured spouse form

How to fill out IRS 8379 Instructions

1. Obtain IRS Form 8379 from the IRS website or your tax software.
2. Fill out your personal information at the top of the form including names, Social Security numbers, and addresses.
3. Indicate the tax year for which you are filing the form.
4. Complete the section regarding your filing status (e.g., married filing jointly).
5. List the income and deductions from both spouses as required in the form sections.
6. Indicate any applicable injuries or circumstances and how they relate to the reason for filing for injured spouse relief.
7. Ensure you attach the completed Form 8379 to your tax return prior to submission.
8. Submit the tax return that includes Form 8379 either electronically or by mail.

Who needs IRS 8379 Instructions?

1. Married couples filing jointly where one spouse has a separate tax liability.
2. Individuals who want to request relief from being held responsible for tax, interest, or penalties incurred by their spouse.
3. Taxpayers who have had their refunds taken due to their spouse's debts or obligations.

Video instructions and help with filling out and completing 8379 instructions pdf

Instructions and Help about form 8379 instructions

In this video were going to be talking about the form 83-79 injured spouse and just real quick the injured spouse form is used in a scenario where one of the spouses has some sort of debt and whether it be you know back child support or unpaid taxes and the IRS is going to then garnish the refund for that that debt in which case one of these spouses would be negatively or adversely affected, so you would file this form allocate the monies to whom they belong the dependents and everything else in which case it will then split the IRS will only garnish that of the spouse with the debt so not going to go into a ton of detail but a couple of different ways to get to the form you can come over here to the miscellaneous forms and top right there is the form 83-79 you can also just type in injured which is the way I remember it I stink it remembering form numbers and then were going to click in here on injured spouse allocation read this guy click continue so there is a significant disclosure that hey your refund is going to come very much delayed so just anticipate the fact that things are going to be slow now you're going to go through and read these guys, and they can be a little tricky, but I'm going to select yes the debt is only owed by my spouse for one of these items okay, and I'm also going to select that I did make and report payments such as federal income tax withholding or estimated tax payments okay so check those two guys if you look at the w-2s the spouse and the primary roughly have about the same amount in wages and the spouse roughly has fifty grand and were going to say that the two children on the return or being claimed by her including herself or his himself so were going to give the number of exemptions three you would then go ahead and add or move any of these dollar amounts over to the spouses side those that you want you can see that the federal tax withheld is going to be pulled from the return nothing for you to do there again just another little note down here at the bottom 11 to 14 weeks delay on receiving your refund whenever this form is attached to the return we are then going to click continue it is then reiterating hey you know this is going to take forever that you're putting this on their okay, so we want you to be very clear and your taxpayer to be very clear that there's nothing we can do about this once you tag the form on the return the IRS is going to take their sweet time reviewing it, so you've got 7 to 21 days, and you can tag another 14 weeks you know for three and a half months on top of that great cool not my problem, but this is how you feel fill out the form click continue it's important for you to know obviously that you're not going to get your prep fees, so this may be one of those returns where you want to collect cash check or credit card because you're going to be waiting 112 years together okay, so that's where that is you can see that the injured person is the spouse and not the primary filer...

People Also Ask about 8379 instructions

How does an injured spouse form work?

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.

How do I fill out an injured spouse?

To request injured spouse relief, file Form 8379, Injured Spouse Allocation. You can file it with your tax return by mail or electronically. You can also mail it separately when you receive notice that your refund was applied to an outstanding debt.

What is the difference between IRS form 8857 and 8379?

Form 8379 can be e-filed. An innocent spouse (Form 8857, Request for Innocent Spouse Relief) is asking the IRS not to hold him or her liable for tax resulting from actions of the other spouse in a joint return. Form 8857 is not transmitted with an e-filed return, but must be paper-filed separately.

What are the conditions to claim injured spouse?

The "injured spouse" on Form 8379 refers to a spouse who has been affected by the application of a joint tax refund to offset their spouse's debts. Because they have been financially harmed ("injured") by this use of the refund, that spouse is able to reclaim their share of the refund from the IRS.

What are the conditions to claim injured spouse?

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.

Can the IRS deny an injured spouse claim?

Can the IRS Deny an Injured Spouse Claim? Yes, the IRS may determine that someone filing Form 8379 is ineligible for an injured spouse allocation, or that they are not entitled to as much as they believe.

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What is IRS 8379 Instructions?

IRS 8379 Instructions provide guidance for taxpayers on how to fill out Form 8379, which is used to request a relief of joint liability for spouses who file a joint tax return and are seeking to claim their portion of the refund.

Who is required to file IRS 8379 Instructions?

Individuals who have filed a joint tax return and wish to be considered for Innocent Spouse Relief, Injured Spouse Relief, or Separation of Liability must file IRS 8379 Instructions.

How to fill out IRS 8379 Instructions?

To fill out IRS 8379 Instructions, taxpayers must provide their personal information, specify the tax year, itemize any claimed tax refunds, and explain the reason for claiming relief. Detailed directions for each section of the form are included in the IRS instructions.

What is the purpose of IRS 8379 Instructions?

The purpose of IRS 8379 Instructions is to guide taxpayers through the process of claiming relief from joint tax liability, ensuring that they understand the eligibility requirements and the steps needed to properly file.

What information must be reported on IRS 8379 Instructions?

The information that must be reported on IRS 8379 Instructions includes the taxpayer's name, Social Security number, the spouse's name and Social Security number, the tax year in question, a description of the tax refund claimed, and any applicable supporting information related to the request.