Form 8379 Hello all,
My wife and I have been married since 2004. For tax year 2010 we filed separately. She owed $3,000 (which she paid) and I received a refund. Issue resolved or so we thought. Fast forward to last December when my wife received a letter from the IRS stating that she owed an additional $4,391 in federal tax from tax year 2010. She contacted them and established a payment plan.
For tax year 2012 we filed jointly and I was the only person earning an income. Based on my wages and taxes paid I was expecting a refund of $4,650 but instead we received a CP42 form stating that $4,361 of that refund was applied to my wife's additional debt from 2010.
Am I responsible for her tax debt from 2010 even though we filed separately that year? I do recall that all correspondence from the IRS regarding that debt has been solely addressed to my wife. Should I file a form 8379? We have lived in VA the entire time, so I don't think community property issues apply. Thanks!
Last edited by 20169 : 02-23-2013 at 10:31 PM.
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