Home     Law Advice     Insurance Advice     Community    
Tax Law : Federal, State and Local Income Taxes, Sales Taxes, etc. For Estate, Gift and Inheritance Taxes, Please Post Under Will, Trusts & Estate Planning
Go Back   FreeAdvice Legal Forum > TAX LAW > Tax Law

Powered by Attorney Pages


  Find An Attorney In Your Area    
 

Reply
 
LinkBack Thread Tools Rate Thread Display Modes
  #1  
Old 08-27-2002, 06:59 PM
Member
 
Join Date: Sep 2000
Posts: 341

Injured Spouse???


Two years ago, married filing joint, taxes were confiscated to pay off the spouse's student loan that was incurred years before the marriage. Divorce proceedings are now pending, can I file something somewhere to get back a portion of those taxes? I heard something about the "Injured Spouse", what does that mean, how do I go about this and is this legal since at the time we were married, filed jointly and all that. I dont want to do anything illegal or dishonest, but, what is and is not marital debt has suddenly become a big deal.

The other question is the spouse filed for 2001 as single, filing at a higher married rate, and claimed the house. Doing that, I had to file single, and got reamed. If he had filed jointly, the overall tax return would have been higher, but of course, he would have had to split that, increasing my tax return. I dont know that he would have ended up with anything less, but I definitely did. Can I have this adjusted or re-filed? What does it cost to do that? And then would I have to file a motion to get that difference paid to me or does the IRS pay me and take it back from him?

Sorry for the convulted questions, but I am way out of my depth here and any help would be appreciated.
  #2  
Old 08-27-2002, 10:53 PM
Senior Member
 
Join Date: Aug 2002
Location: Washington
Posts: 3,484
1. You can file an injured spouse form for 1999. The IRS will think about it for a couple months, then send you a check.

2. Who was living in the house? Who paid the mortgage and taxes? You could itemize yourself and claim the same expenses, and let the IRS apportion the deductions. Be VERY up front about what you're doing. File it on a 1040X and add the Schedule A. Point out on the 1040X that your spouse claimed the deductions, but you think you should get to take them since you lived in the house and paid all the expenses. (If spouse paid them you're out of luck.)

You can't make him file jointly. Get it back in the property settlement.
__________________
This post does not constitute legal advice, nor does it create an attorney-client relationship. Postings are based only on the information provided and you should consult an attorney in your area before relying on information contained in this post.
  #3  
Old 08-28-2002, 01:06 PM
loku
Guest
 
Posts: n/a
I agree, it sounds like you do qualify for injured spouse relief, which means that you should get the refund if you file Form 8379, Injured Spouse Claim and Allocation. You can download the form with instructions at [url]www.irs.gov.[/url]
  #4  
Old 08-28-2002, 04:47 PM
roamer5
Guest
 
Posts: n/a
If feasible, you and your spouse do have the option of using the 1040X to file a joint return.

Last edited by roamer5; 08-28-2002 at 04:51 PM.
Reply



Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools
Display Modes Rate This Thread
Rate This Thread:

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is Off
HTML code is Off
Trackbacks are On
Pingbacks are On
Refbacks are On
Forum Jump

All times are GMT -5. The time now is 01:32 PM.



IMPORTANT NOTICE
THE VIEWS EXPRESSED ON THIS PAGE WERE NOT REVIEWED BY THE EDITORIAL STAFF OR ATTORNEYS AT FREEADVICE.COM. Thousands of professionally prepared and reviewed questions and answers in 130 legal categories are to be found at the Question and Answer pages at FreeAdvice.com.

F
reeAdvice Forums are intended to enable consumers to benefit from the experience of other consumers who have faced similar legal issues. FreeAdvice does NOT vouch for or warrant the accuracy, completeness or usefulness of any posting or the qualifications of any person responding. Use of the Forums is subject to our Terms and Conditions which prohibit advertisements, solicitations or other commercial messages, or false, defamatory, abusive, vulgar, or harassing messages, and subject violators to a fee for each improper posting. All postings reflect the views of the author but become the property of FreeAdvice. Information on FreeAdvice or a Forum should not be relied upon and is not a substitute for advice from an attorney licensed in your jurisdiction who you have retained to represent you. To locate an attorney visit AttorneyPages.com. Copyright since 1995 by Advice Company. All Rights Reserved.