To
file this claim in Turbo Tax:
- Log
into your account
- click
"take me to my return"
- click
on the "federal taxes" tab
- click
on "other tax situations"
- scroll
down to "report an injured or innocent spouse claim" and click
"start"
- The
next screen that comes up says, "do you want to claim innocent spouse or
injured spouse". answer yes
- The
first screens that come up are for filing an innocent spouse claim. Just go to
the bottom of these screens and click on "continue". The next screens
will ask you questions about your injured spouse claim. Answer all these
questions in order to file this claim.
Completing
part 3 involves allocating income, expenses, deductions, and credits between
yourself and your spouse. This is what the IRS uses to determine what amount of
the joint refund should be applied to the debt and what amount should be given
to the injured spouse.
You want to allocate these items as if you were both
filing a separate return. For example, if you each have W-2s from your
jobs, then your W-2 would go on your column in the worksheet and your spouse's
W-2 would go on their side of the worksheet. If one of you is in school and is
eligible to claim an education credit, then that information would go in the
column of the spouse who is in school.
For detailed instructions on how to allocate the items on your
tax return, please refer to pages 2-3, under the heading, "part 3" of
the IRS form instructions. https://www.irs.gov/pub/irs-pdf/i8379.pdf
Please refer to the following FAQ to
learn more about filing this claim in Turbo Tax. https://ttlc.intuit.com/replies/3326788
