Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 2
posted May 11, 2021 1:18:07 PM

We filed a joint tax return and I have an offset. I didn't earn any income last year and I was told it wouldn't be offset. This happen last year and we got everything bac

This year we offset and last year wasn't this isn't making any since

0 3 799
3 Replies
Expert Alumni
May 11, 2021 1:38:19 PM

What doesn't make sense is that there was no offset last year.  Your spouse could file Form 8379 Injured Spouse Allocation, and receive a refund of their share of the tax that was offset.  If you didn't have any income, the entire offset would be refunded.

Level 2
May 11, 2021 2:17:29 PM

My wife did file injured spouse the past 2 years and we got the whole return back, but not this year

Expert Alumni
May 11, 2021 3:05:03 PM

You will need to contact the IRS to find out more details or and why the offset was applied this year.   It could be an error on Form 8379 or something else entirely.   It also could be the the return has not been fully processed yet, and you have an additional refund coming possibly.    You should be receiving a notice if you have not already.  

 

  1. An injured spouse may contact IRS before or after an offset occurs. Often, the spouse is aware that an offset will take place and wants to know how to get his/her share of the refund. The spouse may also call about the injured spouse Form 8379, Injured Spouse Allocation, rights which are provided in the Bureau of the Fiscal Service offset notice.

  2. When the taxpayer calls concerning his/her injured spouse allocation, TC 150 with Blocking Series (BS) 92 or TC 971 Action Code (AC) 071, use the this chart.