What is Injured Spouse Relief

Injured spouse relief is a program that provides tax relief to spouses who have had to pay out-of-pocket expenses for qualifying medical expenses. These expenses can be related to the injury or illness of either spouse and can include things like doctor's visits, prescriptions, and hospital bills. If you are married and file a joint tax return, but only one spouse has income, the other spouse may be able to file as “injured”. 

Definition of Injured Spouse Relief

 

Injured spouse relief is a sort of exemption from responsibility for a debt owed by one spouse to a government agency. The other spouse, who is not liable for the debt, can claim this relief. The government agency can be either state or federal, and the debt can be from taxes, student loans, or other such things.

 

How to Claim Injured Spouse Relief

 

When you think you might qualify for injured spouse relief, there are a few things you need to do. First, you need to file a joint tax return. On this return, you will list your income and any taxes owed. You will also list your spouse's income and any taxes they may owe. If you owe taxes, but your spouse does not, you can still file for injured spouse relief.

 

You will need to fill out Form W-12, which you can get from the IRS website. This form will help to determine if you qualify for injured spouse relief. You will need to provide information about your income, your spouse's income, and the taxes you owe.

 

Once you have filled out the form, you will need to send it to the address listed on the form. You should receive a decision from the IRS within two weeks.

 

In case you qualify for injured spouse relief, you will not be responsible for paying any taxes that your spouse may owe. You may also be refunded any money that was taken out of your tax refund to pay for your spouse's debts.

 

Injured spouse relief can be a lifesaver for those who are married to someone with a lot of debt. If you think you may qualify, be sure to file Form W-12 and send it to the IRS. You could get your tax refund back, and you will not be responsible for your spouse's debts.

 

How Does The IRS Determine My Share Of The Refund Amount?

 

The IRS will take into account several factors when determining your share of the refund amount. These include your filing status, whether you are claiming any dependents, and your total income. The IRS will also look at how much tax was withheld from your paychecks throughout the year. If you had a lot of taxes withheld, you may be entitled to a larger refund.

 

In case you are married and filed a joint return, but you did not sign the return, you may still be held responsible for the taxes owed. In this case, you would not be eligible for injured spouse relief. You may also be held responsible for your spouse's debts if you file a joint return and your spouse is not a U.S. citizen or resident alien. In this case, you would not be eligible for injured spouse relief.

 

When you are divorced or separated, you may still be held responsible for your ex-spouse's debts if you filed a joint return with them during the year. In this case, you would not be eligible for injured spouse relief.

 

But if you think you may be liable for your spouse's debts, you should contact the IRS as soon as possible. They can help you determine if you are eligible for injured spouse relief and what steps you need to take to claim it.

 

What If I Don't Agree With The Amount Of My Injured Spouse Claim?

 

When you don't agree with the amount of your injured spouse's claim, you can file an appeal with the IRS. You will need to fill out Form W-12 and send it to the address listed on the form. You should receive a decision from the IRS within two weeks.

 

Injured spouse relief can be a lifesaver for those who are married to someone with a lot of debt. If you think you may qualify, be sure to file Form W-12 and send it to the IRS. You could get your tax refund back, and you will not be responsible for your spouse's debts.

 

How Does The IRS Determine My Share Of The Refund Amount?

 

The IRS will take into account several factors when determining your share of the refund amount. These include your filing status, whether you are claiming any dependents, and your total income. The IRS will also look at how much tax was withheld from your paychecks throughout the year. If you had a lot of taxes withheld, you may be entitled to a larger refund.

 

If you are married and filed a joint return, but you did not sign the return, you may still be held responsible for the taxes owed. In this case, you would not be eligible for injured spouse relief. You may also be held responsible for your spouse's debts if you file a joint return and your spouse is not a U.S. citizen or resident alien. In this case, you would not be eligible for injured spouse relief.

 

When you are divorced or separated, you may still be held responsible for your ex-spouse's debts if you filed a joint return with them during the year. In this case, you would not be eligible for injured spouse relief.

 

Conclusion

 

Injured Spouse Relief can help you get your tax refund back if your spouse has a lot of debt. Be sure to file Form W-12 and send it to the IRS if you think you may qualify. You may also be held responsible for your spouse's debts if they are not a U.S. citizen or resident alien, so be sure to check with the IRS before filing your return.

Best regards,


Kenneth Morris, EA


Call me: (678) 641-3193