Yes, filing the
injured spouse form along with your joint tax return will protect your share of
the tax refund from being seized to pay your spouse’s previous debt.
Filling out
this form can be confusing. Here are
some tips to help you along the way.
Also, at the bottom of this
answer will be instructions about how to go to the correct section of your tax
return to complete the form.
There are a
couple of things to note when filling out the injured spouse form. If some of the boxes were not checked, then
TurboTax will state you are not eligible to file the form.
Pay close
attention to each screen in the process to be sure you are answering questions
about Injured Spouse, not Innocent Spouse.
On the
screen titled “Tell Us More About Your
Situation” at least 3 boxes must be checked to qualify to file the Injured
Spouse form.
The box “I
filed (or will file) a joint return with my spouse (or former spouse)”
must be checked.
The box “I
am not required to pay the past-due amount” must be checked.
Additionally, at least one more box must be
checked to indicate the type of debt that your tax refund will be used to
pay.
Please see
the picture below as a reference.
For more
information and instructions from the IRS regarding the Injured Spouse Form
8379, click here.
Also, see below
for information about how to complete the Injured Spouse form within TurboTax.
https://ttlc.intuit.com/replies/3326788
