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New Member
posted Jun 3, 2019 11:37:42 AM

I live in Texas and trying to file Injured Spouse. How do I allocate my income?

0 4 1610
4 Replies
New Member
Jun 3, 2019 11:37:43 AM

Are you filing paper or electronicly? 

New Member
Mar 30, 2020 1:54:04 AM

Electronicly my husband had income I didn't. We have one child that is mine from a previous relationship 

Expert Alumni
Mar 30, 2020 7:03:37 AM

When you live in a community property state such as Texas that recognizes the marriage, special rules apply to the calculation of an injured spouse refund.

Please see Line 5a in the Instructions for Form 8379 for the best available guidance.

You'll notice that in the chart within the Line 5a text, there's guidance regarding the amount of an overpayment from a joint tax return that the IRS may offset against a spouse's separate tax liability specific to Texas.  See Revenue Ruling 2004-74.

For additional information, also see the TurboTax Help article Married filing separately in community property states and IRS Publication 555, Community Property.

Returning Member
May 15, 2021 1:53:27 PM

 

Hi,

 

We resolved this for you.  Thank you for using Turbo Tax!

 

Donna