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IRS Form 8379: Fill it Right

Audrey Goodwin

2024-04-18 11:56:27 • Filed to: Other IRS Forms • Proven solutions

The IRS Form 8379 can be easily filled by a PDF form filler. PDF is a simple file format to present any document or form. It is important to have PDF software for these kinds of tasks. This article will help you realize all the IRS Form 8379 instructions and how to fill it up using the most used and preferred tool, Wondershare PDFelement - PDF Editor.

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Your Best Solution to Fill out IRS Form 8379

The IRIS Form 8379 is titled the Injured Spouse Allocation which is circulated by the Department of the Treasury, Internal Revenue Service of United States of America. This form is used to get benefits of tax if a spouse is injured.

To fill out the IRS 8379 you can use PDFelement which has all the features necessary for form filling. PDFelement is an all-inclusive tool with features to split, merge and create PDF documents.

It is available on both Mac and Windows, so you can also easily recommend it to anyone to make for form filling or other purposes. You can get the IRS Form 8379 from the official website and just open it on PDFelement and now you can easily fill-up the form without any worries by following the step-by-step instructions given below.

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Instructions for How to Fill out IRS Form 8379

The following steps given below can guide you to show how to complete the IRS Form 8379

Step 1: Download PDFelement. You can get IRS Form 8379 from the official website of the Department of the Treasury, Internal Revenue Service.

Step 2: Start filling Part I. On line 1, enter the tax form on which you are filling the form. For line 2, select the appropriate option as yes or no. If you select no on line 2, you do not have to file this form. For line 3, if you select yes then directly go to line 4 and if you select no, you do not have to file the form. On line 4, you have to answer if you legally obligated to pay this past-due amount. If you check yes, you do not have to file the form, and if you select no proceed to line 5.

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There are many subsections on line 5, answer them appropriately that applies to you. On line 6, answer whether you make and report payments, such as federal income tax withholding or estimated tax payments. If you select yes then you have to skip line 7 and go directly to Part II, and if you select no then you can proceed to line 7.

For line 7, if you have earned income, such as wages, salaries, or self-employment income. If you select yes then proceed to line 8, and if you select no then you can go directly to line 9. For line 8, answer as yes or no, whether you claimed the earned income credit or additional child tax credit. If you check on yes, skip line 9 and go to Part II and complete the rest of this form and if, you select no then go to line 9. If you select yes on line 9, proceed to Part II and if you select no, then you do not have to fill the form.

Step 3: Start filling Part II. On line 10, there is a table to the personal details of the applicant. These details must be exactly copied from the tax return. Enter the name, social security number and check on the appropriate option regarding the injured spouse. On line 11, check the box only if you want your refund issued in both names. For line 12, answer whether you want any injured spouse refund mailed to an address different from the one on your joint return.

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Step 4: This part is titled Allocation between Spouses of Items on the Joint Tax Return. Part III consists of a table that consists of the next lines in the form. The table consists of three columns to be filled are, (a) amount is shown on a joint return, (b) allocated to an injured spouse, and (c) allocated to another spouse. You need to fill up line 13 to line 20, to show the allocation on the three columns.

For line 13, show the income allocation for the three columns. On line 14, enter the adjustments to the income. On line 15, enter the standard deduction or itemized deductions for each column. Enter the number of exemptions on line 16. For line 17, enter the number of credits. On line 18, enter the other taxes allocated to each column. Enter the amount of federal income tax withheld on line 19. Allocate payments to each column on line 20.

Step 5: Fill up Part IV which is the last part of the form. Here you have to make a declaration with your signature that all the information provided is true, correct, and complete. The details of the preparer must be mentioned at the end of the form.

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Tips and Warnings for IRS Form 8379

Make sure you exactly copy the name and other details from the tax return carefully. Part II of Form 8379 requires such important information to match with your tax return; otherwise, you have to do the hard work again.
You can file form 8379 with your tax return or amended joint tax return. You can also file form 8379 with form 1040X only if you are amending your original return to claim a joint refund.
Make sure that you cannot simply guess and enter an amount, each and every amount on Part III must be allocated accurately and the allocation should be backed with relevant documents to maintain an error free document.
It is recommended to fill up the form using a PDF filler program like PDFelement rather than doing it manually. These forms are very important since they can provide you money or allow you to save money. Making a mistake can be lead to disqualification.

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