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Do I need to file Injured Spouse with an amended (married filing joint) return?

I have already filed our 2019 taxes with the "Married Filing Joint" status, and it has already been accepted. With the IRS already having accepted the return, I have since found out that the tax refund I would normally receive in years past is now being offset to pay a past-due obligation (student loan) owed by my spouse. He has had this debt since before we were married, as well as before we even met. Now, since we live in a community property state, I learned that that also qualifies me to file for "Injured Spouse" in order to get the refund back. We're newlyweds, and therefore, also new at filing taxes as a married couple. So, I don't know if I can file for Injured Spouse by itself or do I need to amend (file 1040x) as well?

 

Also, if I do have to have to amend, would I need to amend my state return too or just federal?

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1 Reply
DavidD66
Employee Tax Expert

Do I need to file Injured Spouse with an amended (married filing joint) return?

You do not need to amend either of your returns.  You can file an Injured Spouse form by itself.  If you file the Form 8379 by itself after a joint return has been processed, then processing will take about 8 weeks. To avoid delays, be sure to follow the Form’s instructions.

I am enclosing a link to the form 8379 and its instructions.

 

http://www.irs.gov/pub/irs-pdf/i8379.pdf

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