Legacy Tax & Resolution Services

Ask the Taxman- Can the state IRS take my refund for my wife’s debt to SSA?

Ask the Taxman-  Can the state IRS take my refund for my wife’s debt to SSA?

Source:  Quora

Answer:

It is possible through a treasury offset or a state offset, if you are filing a joint return, that the SSA could recover a debt by taking your joint refunds. You have two options;

  1. Do not file a joint return
  2. File Form 8379 Injured Spouse Allocation

Not filing a joint return is the safest of the two options.

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