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March 8, 2022
Question

I'm trying to fill out an injured spouse form, but after following the instructions it does not take me to the correct place, it takes me to questions about health

  • March 8, 2022
  • 1 reply
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I click on the link as directed, it does not take me to a yes or no question as it says it will. It takes me to questions about health savings accounts. I answered them all, and it still didn't take me to the correct location.

1 reply

JohnB5677
March 8, 2022

Yes, you can prepare the Injured Spouse questionnaire.

 

An injured spouse is an individual who has filed jointly with a spouse and received no refund because their spouse owed a debt that is being collected by either IRS or the Bureau of Fiscal Service and some or all of their refund was applied to that debt.

 

You do not have to file separately to claim an Injured Spouse.  Form 8379 lets you (the "injured spouse") get back your portion of a refund from a jointly-filed tax return if it's seized or offset to pay your spouse's debt.

 

You must file jointly to use this form. Filing an 8379 will delay your federal refund by up to 14 weeks.

 

To file this form in TurboTax:

  1. Open or continue your return.

  2. Go to Other Tax Situations Top of the screen

  3. Scroll down and select Other Tax Forms 

    1. Report an injured or innocent spouse claim

  4. Yes to Do you want to claim innocent or injured spouse relief? and carefully follow the onscreen instructions.

  5. Please be aware that when you get to the 

    1. Tell Us More About Your Situation screen, in order to meet all qualifications to file the form,

    2.  the box I am not required to pay the past due amount must apply to you. If so, check the box

Note: Pay close attention to the screens, as some of them apply to innocent spouse relief, which is different.

Leave those questions blank if you only want to claim injured spouse relief.

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