Yes. This information comes from the tax return and can be completed based on whether you are in a community property state or not. TurboTax completes most of the entries, but here are further instructions for you on areas you can change to your advantage based on the laws for your state.
Line 13: Income does have to be entered under the spouse who earned the income (or split evenly if in a community property state).
Line 14: Adjustments to income are taken from that section of the tax return (you may not have any). If you do have any, apply them to the spouse who they belong to based on the earnings.
Line 15: If the injured spouse has all the income, take all of the standard deduction (let the IRS adjust it if they want to when they get the form).
Line 16: Put all the exemptions under the injured spouse if the other spouse has not income. If the other spouse (the one with the debt) does have income put only one exemption under that spouse.
Line 17: Enter all credits from that section of your tax return under the injured spouse (if there are any besides earned income credit).
Line 18: If you don't have this, you can ignore it. If you have this, it may be self employment tax. Put that under the spouse who had self employment income, if applicable). If you are using TurboTax Free, you do not have this.
Line 19: Enter the federal withholding for each spouse from their W2s. If you don't have any leave this blank. You are considered to have payments (federal withholding) on the tax return if you do have the earned income credit. Just be sure you answer yes to that question (Part 1, question 6)
Line 20: Any other additional payments made to the IRS for your tax. Money you paid on your own or withholding from other documents that are not included in line 19.
Below you will find other tips that may be useful.
Allocate as much as possible to the injured spouse based on the criteria below. It really depends on whether you live in a community property state or not.
<a rel="nofollow" target="_blank" href="https://www.irs.gov/pub/irs-pdf/i8379.pdf">https://www.irs.gov/pub/irs-pdf/i8379.pdf</a>
Yes, that's no help. I have read and re-read those instructions. Thanks though!
As indicated below, it's spelled out on page 3 of that publication,
Yes. This information comes from the tax return and can be completed based on whether you are in a community property state or not. TurboTax completes most of the entries, but here are further instructions for you on areas you can change to your advantage based on the laws for your state.
Line 13: Income does have to be entered under the spouse who earned the income (or split evenly if in a community property state).
Line 14: Adjustments to income are taken from that section of the tax return (you may not have any). If you do have any, apply them to the spouse who they belong to based on the earnings.
Line 15: If the injured spouse has all the income, take all of the standard deduction (let the IRS adjust it if they want to when they get the form).
Line 16: Put all the exemptions under the injured spouse if the other spouse has not income. If the other spouse (the one with the debt) does have income put only one exemption under that spouse.
Line 17: Enter all credits from that section of your tax return under the injured spouse (if there are any besides earned income credit).
Line 18: If you don't have this, you can ignore it. If you have this, it may be self employment tax. Put that under the spouse who had self employment income, if applicable). If you are using TurboTax Free, you do not have this.
Line 19: Enter the federal withholding for each spouse from their W2s. If you don't have any leave this blank. You are considered to have payments (federal withholding) on the tax return if you do have the earned income credit. Just be sure you answer yes to that question (Part 1, question 6)
Line 20: Any other additional payments made to the IRS for your tax. Money you paid on your own or withholding from other documents that are not included in line 19.
Below you will find other tips that may be useful.
Allocate as much as possible to the injured spouse based on the criteria below. It really depends on whether you live in a community property state or not.
If I have no federal withholdings but I do have EIC, do I put the EIC amount into line 19?
#15 what if the injured spouse doesn't have all the income and both spouses earned income?
Thank you for your detailed information on how to fill out form 8379. This information you provided helped my office fill out this form for the first time for one of our valued customers. Bravo!
Thank you.
If I do not put anything at all for other spouse will they still look at it.
This is my thinking I live in calif.
If I fill it out 1/2 and half everything
Will it cause them to give refund my husband less maybe instead of more
But I also read somewhere if u don't claim at least one exemption (non injured spouse it will be rejected.
I don't know why this seems so difficult I just don't want to have to send it in and get rejected from my own mistake.
So in California I should claim half of everything between us both. That's listed as income and credits and ftwh (fed inc.tx.whld)
Because California is a community property state, for the most part you would want to divide most in half- other than exemptions which you could divide as you want per agreement unless the children are not yours.
Thank you. Line 20 isn't very well described in the IRS instructions if utilizing 1040 (2019). Appreciate the answer.
Just need help step by step on filling put the lines from 13 to 20
Here are the instructions for the form 8379 for the Injured Spouse Allocation. Generally, you will enter the joint amount of each item in column A. The amount that belongs to the taxpayer on the return in column B and the amount that belongs to the spouse on the return in column C. The amounts in columns B and C should total column A. The amounts in columns B and C would be the amounts assuming each person filed a separate return.
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