I am recently married and my wife filed her taxes for the first time last year (we were not married then) and she was suppose to get a refund but the IRS took 90% of her return back.
If I file jointly with her this year, will the IRS take my money as well? How do I know that the 90% they took is all she owed the IRS?
How can I get my maximum refund but not be in jeopardy of losing it? I reside in New York City by the way.
2007-01-18 08:26:50 · 9 answers · asked by tiartist21 1 in Business & Finance ➔ Taxes ➔ United States
you could always file seperately, even while married. Maybe that will help
2007-01-18 08:38:38 · answer #1 · answered by unan1m0us 5 · 0⤊ 0⤋
What state are you in? If you live in California, Idaho or Louisiana, don't bother with the form. The IRS will still get the money. If you live in a community property state other than the 3 listed above, half of the refund still goes to the debt. If you live in a non-commuity property state, you get the refund, but why not work on paying the debt. It's just getting bigger and bigger when it's not being paid. Edit, if you want any money back, you MUST file the 8379. Otherwise the IRS assumes you want it to go towards the debt. It can be efiled with the return. If so, allow 11 weeks. If not, allow 14.
2016-05-24 04:25:06 · answer #2 · answered by Anonymous · 0⤊ 0⤋
File jointly for the lowest tax total. It is likely she has no further debts with IRS if they gave her any refund. The Master Debtor file at IRS encompasses all years and once all debts are paid off, only then will any refund amounts be sent out.
If she did have a debt left, filing jointly gets you the most dollars which can then be used to pay the debt off faster.
2007-01-18 08:37:16 · answer #3 · answered by WealthBuilder 4 · 0⤊ 0⤋
I would not assume that her refund will be free and clear. There are many reasons refunds are used to pay debts. She may owe state income taxes that have not been sent to the FMS. She may owe on a student loan, and it can take years for those to be posted to the FMS.
If you file a joint return with her, file an injured spouse claim Form 8379 with your return. If there is an offset to her refund, you should still get your share of the refund based on your income.
2007-01-18 18:20:30 · answer #4 · answered by ninasgramma 7 · 0⤊ 0⤋
NO, STOP… DO NOT file joint taxes with her !!! File separately until these matters are settled and she is on the road to better responsibility. It is more expensive to file separately and you will need to go to a Lawyer or get some legal advice. But it is paramount that you are wise and prudent taking measures to protect your assets and credit score; which is highly important if you want to someday buy a house or have any major purchases.
I am not sure if she worked the year before, but if one doesn’t pay their taxes it makes me wonder what else they haven’t paid for or taken care of. What about her credit cards or any student loans, what may be outstanding? Honesty is vital it affects you both, and if not taken care of up front it will not only drain your bank account, but your relationship as well.
Taking charge of this matter now is not a reflection of your love or even trust for her. Instead you are loving her by protecting yourself and your future as a couple; therefore respecting your union.
Wishing you all the best
2007-01-18 09:15:24 · answer #5 · answered by Golden Smile 4 · 1⤊ 0⤋
If they gave her some of her refund, it is safe to assume that she is square with the IRS....at least for the years that they have looked at. If she still owed money to the IRS, they would not have given her back any of her refund.
You can always "protect" your refund by filing an injured spouse form.
2007-01-18 08:31:07 · answer #6 · answered by jseah114 6 · 2⤊ 0⤋
I wouldn't. I'd also be really worried about what other financial skeletons she has hiding in her closet. Why hasn't she been filing/paying her taxes? What else isn't she paying?
I would not file anything jointly with her because they'll come after you too if there's a problem.
You guys need to figure this out. I'd never marry someone like this. It's a HUGE red flag.
Good luck!
http://www.personalfinance101.org/?utm_source=YH&utm_medium=link
2007-01-18 08:34:46 · answer #7 · answered by personal_finance_101 3 · 0⤊ 1⤋
I have a number can call to see if her taxes will be taken because I do taxes in all 50 states. Contact me below. Also you can file injured spouse so that they won't take your part.
2007-01-18 09:11:02 · answer #8 · answered by shaydzofluv 2 · 0⤊ 0⤋
Ouch.... yes you can....but you might want to figure them separate and together to see which way you would benefit...You can also file an "Injured Spouse" form (If you file together. Talk to your tax preparer...
2007-01-18 08:34:29 · answer #9 · answered by Weetie 3 · 0⤊ 0⤋