Im newly married and he has school loan.will my tax return be taken for his loan?

[Rachel_W · Accepted solution]

Congratulations!

If you file Married Filing Jointly, you need to include Form 8379, Injured Spouse Form so that the IRS does not use your portion of the refund towards your Husband's school loan.  By filing this form, you will receive your share of the refund and his share will go towards the school loan (if delinquent).

You are considered the "Injured Spouse" because you are not liable for your Husband's school loan.

Please follow these instructions to complete Form 8379 in TurboTax:

• Login to your TurboTax Account 
• Select "Take Me To My Return"
• Click "Search" in the upper right corner, then type "Injured Spouse" in the Search Box 
• When the results populate, click the "Jump to Link"
• Click "Yes" where it asks "Do you want to claim innocent or injured spouse relief?" 
• From here TurboTax will walk you through preparing an Injured Spouse Form 8379