March 22, 2012 at 4:56 pm #1604
There is an awesome Facebook Group for this niche topic:
You must be approved to be part of the group (I’m guessing they had trolls as did we in the beginning); but they are really quick about approving you.
Good luck and share any info here to if you can about the Injured Spouse topic! thanks.March 22, 2012 at 5:09 pm #1605
IRS Special Topic: Injured Spouse
more information here at the link below:March 29, 2012 at 12:25 am #1650
Injured or Innocent Spouse Tax Relief
IRS Tax Tip 2012-60, March 28, 2012
You may be an injured spouse if you file a joint tax return and all or part of your portion of a refund was, or is expected to be, applied to your spouse’s legally enforceable past due financial obligations.
Here are seven facts about claiming injured spouse relief:
1. To be considered an injured spouse; you must have paid federal income tax or claimed a refundable tax credit, such as the Earned Income Credit or Additional Child Tax Credit on the joint return, and not be legally obligated to pay the past-due debt.
2. Special rules apply in community property states. For more information about the factors used to determine whether you are subject to community property laws, see IRS Publication 555, Community Property.
3. If you filed a joint return and you’re not responsible for the debt, but you are entitled to a portion of the refund, you may request your portion of the refund by filing Form 8379, Injured Spouse Allocation.
4. You may file form 8379 along with your original tax return or your may file it by itself after you receive an IRS notice about the offset.
5. You can file Form 8379 electronically. If you file a paper tax return you can include Form 8379 with your return, write “INJURED SPOUSE” at the top left of the Form 1040, 1040A or 1040EZ. IRS will process your allocation request before an offset occurs.
6. If you are filing Form 8379 by itself, it must show both spouses’ Social Security numbers in the same order as they appeared on your income tax return. You, the “injured” spouse, must sign the form.
7. Do not use Form 8379 if you are claiming innocent spouse relief. Instead, file Form 8857, Request for Innocent Spouse Relief. This relief from a joint liability applies only in certain limited circumstances. However, in 2011 the IRS eliminated the two-year time limit that applies to certain relief requests. IRS Publication 971, Innocent Spouse Relief, explains who may qualify, and how to request this relief.
For complete information on Injured and Innocent Spouse Tax Relief, visit IRS.gov.
Publication 555, Community Property ( PDF)
Form 8379, Injured Spouse Allocation ( PDF)
Instructions for Form 8379, Injured Spouse Allocation ( PDF)
Form 8857, Request for Innocent Spouse Relief ( PDF)
Instructions for Form 8857, Request for Innocent Spouse Relief ( PDF)
Publication 971, Innocent Spouse Relief ( PDF)
Innocent Spouse Relief English | Spanish | ASL
http://www.irs.gov/newsroom/article/0,,id=256031,00.htmlJune 4, 2012 at 10:39 am #2327
Kelly L. Hansen
I’ve been waiting forever, was promised it would be in February 2012, for a 3600.00 injured spouse refund, and I’ve still not received it!! The IRS took $150 per month for 30 months from my disability benefit of $1000 per month (my fixed income) to pay my ex-spouse’s unpaid business tax … and I received my final letter (after my first temporary letter stating relief would be given) on January 30, 2012 stating the process was final and the funds deducted from my disability check would be returned to me. I am still waiting and it is now June 4, 2012! I desperately need this money. What should I do?
If I didn’t pay the IRS, I would be charged additional fees, penalties, and a higher percentage. And whatever else. I hope the IRS plans to add all of these things to my $3600.00. I should be due around $10,000.
Please, IRS, let me know what I need to do to get my money! I’m an injured spouse. Initially I was so pleased with the people and the process, but waiting and waiting for the money has soured my experience. PLEASE HELP ME.June 4, 2012 at 10:48 am #2328
Kelly L. Hansen
I wrote the post above, my social ends in edited by admin. This site is not affiliated with the IRS. Please do not post personally identifying info.
Please credit the account from which you took the $150 per month in disability funds TODAY. It is a USDIRECTEXPRESS account where social security disability places funds for people with disabilities each month. And I need financial help this month so much. I have many extra demands on my budget over the past few months, and I just can’t wait any longer. PLEASE PLEASE PLEASE.July 14, 2012 at 8:53 am #2331
After five months of waiting, finally in July I was told by the IRS they didn’t know when they would be able to send the money, — they did not have the funds. How does one argue with that?