INJURED SPOUSE

What is injured spouse relief?

A vital aspect of the U.S. tax code, injured spouse relief protects you from facing financial challenges due to your spouse’s tax debts. It is a provision that allows you to claim your share of a joint tax refund if you are not responsible for a tax debt. Injured spouse relief ensures that you are not held accountable for your partner’s tax liabilities while maximizing the benefits of filing a joint tax return. Undoubtedly, injured spouse relief is very crucial when financial hardships arise for you from your spouse’s tax debts.

Forms Associated with Injured Spouse Relief

Form 8379 (Injured spouse allocation)

When one spouse has outstanding debts, this form is used for claiming a portion of a joint tax refund.

Form 1040 (Individual income tax return)

If you want to file the federal income tax returns, then the standard form for you is Form 1040 (Individual income tax return).

Who Is Eligible For Injured Spouse Relief

Eligibility for injured spouse relief is determined by specific criteria

  • You must have filed a joint tax return with your spouse.
  • You must have reported income made tax payments or claimed a refundable credit on the joint return
  •  You must not be responsible for the unpaid tax amount that led to the offset.

Meeting these criteria is essential for claiming injured spouse relief.

Applying for Injured Spouse Relief

To apply for injured spouse relief you should file form 8379 along with your joint tax return, or separately indicate the income deductions and credits of each spouse. Attach all necessary documents to support your claim. It is crucial to apply as soon as you become aware of the tax issue situation to expedite the relief process.

Benefits Of Injured Spouse Relief

You should know that it is very crucial that you understand and correctly fill in the above-mentioned forms if you want to benefit from injured spouse relief.

Financial protection

It grants you financial protection by preventing your share of the joint tax refund from being seized to cover your spouse’s tax debts.

Tax relief

You get financial stability as it provides you relief from burdening your spouse’s tax liabilities.

Peace of mind

It grants you a peace of mind by relieving you from accountability of your spouse’s financial obligations.

How LifeBackTax Relief Can Help

LifeBack Tax Relief has experienced professionals onboard to help you. Because we are well versed in tax laws and regulations, we can easily and perfectly assess your eligibility for injured spouse relief and assist in completing relevant forms. Moreover, you can trust us to accurately communicate with the IRS on your behalf. To expedite your relief, we will ensure a timely submission.

So, don’t let your spouse’s tax liability trouble your financial well-being. Explore how injured spouse relief can benefit you by contacting us today for a FREE consultation. We are ever-ready to provide you the support you need.

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