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Should we file innocent or injured spouse along with this

 
1 Best answer

Accepted Solutions
AndreaG
New Member

Should we file innocent or injured spouse along with this

It depends on what your situation is. 

There are specific requirements that need to be met in order to qualify as an injured spouse. 

  • You need to file married filing jointly
  • You cant have any legal responsibility to pay your spouse's debt. 
  • You would need to have earned income and/or taxable income that entitles you to a tax refund  unless you or your children are eligible for and claiming the American Opportunity tax credit. The American Opportunity tax credit is a partially refundable tax credit that you can qualify for if you are pursuing your first bachelor's degree and meet the requirements to claim the credit. Please refer to the questions on page 1 of Form 8379 for more information. https://www.irs.gov/pub/irs-pdf/f8379.pdf
  • The debt has to be subject to collection through the income tax return

Please refer to page 1 of the IRS instructions for Form 8379, under the heading, "are you an injured spouse?" to review these requirements. https://www.irs.gov/pub/irs-pdf/i8379.pdf

Please refer to the following FAQ to learn about the requirements for an innocent spouse. https://ttlc.intuit.com/replies/3302331

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1 Reply
AndreaG
New Member

Should we file innocent or injured spouse along with this

It depends on what your situation is. 

There are specific requirements that need to be met in order to qualify as an injured spouse. 

  • You need to file married filing jointly
  • You cant have any legal responsibility to pay your spouse's debt. 
  • You would need to have earned income and/or taxable income that entitles you to a tax refund  unless you or your children are eligible for and claiming the American Opportunity tax credit. The American Opportunity tax credit is a partially refundable tax credit that you can qualify for if you are pursuing your first bachelor's degree and meet the requirements to claim the credit. Please refer to the questions on page 1 of Form 8379 for more information. https://www.irs.gov/pub/irs-pdf/f8379.pdf
  • The debt has to be subject to collection through the income tax return

Please refer to page 1 of the IRS instructions for Form 8379, under the heading, "are you an injured spouse?" to review these requirements. https://www.irs.gov/pub/irs-pdf/i8379.pdf

Please refer to the following FAQ to learn about the requirements for an innocent spouse. https://ttlc.intuit.com/replies/3302331

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