Coleen3
Intuit Alumni

Retirement tax questions

If you owe back taxes, the IRS will take it from your 2019 refund. if you wish them to only take it from your husband's portion of the refund (if any), see the instructions below. Filing a Form 8379 will delay your refund.

When filing jointly, the Injured Spouse Allocation (Form 8379) lets you recover your portion of your refund that was kept by the IRS to pay your spouse's debt (back taxes, back child support, etc.). Form 8379 can be filed right with your taxes. No special signature is needed.

You must file jointly to use this form. Also, filing an 8379 will delay your federal refund by up to 14 weeks.

To file this form in TurboTax:

  1. Sign in and click the Take me to my return button.
  2. In the search box, search for injured spouse and then click the "Jump to" link in the search results.
  3. Answer Yes to Do you want to claim innocent or injured spouse relief? and carefully follow the onscreen instructions.

 

Note: Pay close attention to the screens, as some of them apply to innocent spouse relief, which is something else. Leave those questions blank if you only want to claim injured spouse relief

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