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Can a spouse file jointly for a tax refund?

By Jessica Burns

As a result, you may qualify for “Injured Spouse” status if the IRS intercepts your refund to cover back taxes for your spouse. If you file jointly and don’t get a refund because the funds went to pay their debt, you can get your part of the refund back.

Can you sue your ex spouse for a joint tax return?

If you find out that your ex-spouse filed a joint return and never gave you your half of the refund, then you can sue to get your refund in family court. For the most part, getting your half of the return should be easy in court. But you will have to agree to the joint return in court to get your half of the money.

What happens if my spouse filed a joint tax return without my consent?

If the IRS decides that your spouse filed the joint return intentionally and without your consent, he may face hefty financial penalties. In addition, if the IRS decides that your spouse filed the joint return intentionally and without your consent, your spouse may have to go to jail.

When is an injured spouse entitled to a tax refund?

You’re an injured spouse if all or part of your share of a refund from a joint return was or will be applied against the separate past-due federal tax, state tax, child or spousal support, or federal non-tax debt (such as a student loan) owed by your spouse. If you’re an injured spouse, you may be entitled to recoup your share of the refund.

What should I do if my husband owes back taxes?

The easiest way is to avoid filing a joint married return with him, but this may not work in all cases. With one or two exceptions, spouses are not responsible for premarital tax liabilities owed by their partner. If your husband’s tax debt is the result of returns he filed before you were married, you typically have no obligation to pay them.

Can a IRS come after you for your spouse’s taxes?

The IRS cannot come after you for your spouse’s taxes if they incurred their debt before you said, “I do.” Any tax debt your partner accumulated before marriage is their own responsibility, which means your tax refund is protected. However, sometimes the IRS may intercept your refund and put it toward your spouse’s back taxes.

How to get a tax refund for an injured spouse?

Injured Spouse Allocation. You may be entitled to part or the entire offset if you filed a joint tax return with your spouse. This rule applies if your spouse is solely responsible for the debt. To get your part of the refund, file Form 8379, Injured Spouse Allocation.

What happens if your spouse owes money to the IRS?

If your spouse owes money to the IRS and you file jointly, you both become responsible for each other’s taxes, penalties, debt, and levies. This means your tax refund can be put toward your spouse’s back taxes, even if you weren’t responsible for the debt that was incurred.

Can a spouse get an injured spouse refund?

You have no liability for tax debt incurred before you entered the picture officially. So, if your spouse owes back taxes from before you got married, then those debts are solely theirs to repay. As a result, you may qualify for “Injured Spouse” status if the IRS intercepts your refund to cover back taxes for your spouse.

How can I avoid having my tax refund seized?

If your spouse owes a tax debt and you want to avoid having your part of a joint refund seized, file an injured spouse claim using Form 8379, Injured Spouse Allocation. This form makes the case to the IRS that you paid your share of taxes.