My spouse and I always filed separately for the 4 years we were married. The year he passed, I filed jointly with an injured spouse form 8379. IRS did not send me my refund. I have no idea why they did that. It was like they never looked at the 8379.
From everything i read, i had 2 choices. Either file separately or file jointly with a 8379 included. I wish I had now just filed separately like we always did instead of trying to take advantage of bigger deductions. I also got a large bill from state when I was expecting a refund. I thought maybe I did not qualify to file jointly since we always filed separate? Or maybe it is because my spouse is deceased and they want to recover his back taxes from me? Now I have to see a tax lawyer. Any thoughts ? Did I do something wrong?
