My fiancee filed as Single for 2018 and set up a payment plan with the IRS for that year. We are getting married in 2019 and will begin filing jointly. If she fails to make payments after we marry will refunds be withheld to make these payments?
You'll need to sign in or create an account to connect with an expert.
If your future spouse's tax debt is not paid off by the time you file as a married couple for 2019 next year in 2020, your refund will be offset for the tax debt that remains, even if she makes regular payments--if it has not all been paid by then. Your recourse would be to file as the "injured spouse" in order to shield part of the refund based on your own earnings. It gets tricky especially if you are in a community property state.
INJURED SPOUSE
https://ttlc.intuit.com/questions/1910698-how-do-i-file-form-8379-injured-spouse-allocation
Community property states: AZ, CA, ID, LA, NV, NM, TX, WA, WI
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
user17736722718
New Member
MHagen
Level 1
ghegewald
Level 2
Sandhurandeep14
New Member
user17719824831
Returning Member