Unveiling the Secrets: How to Check Your Tax Form 8379 Status

When it comes to filing your taxes, navigating the complexities of the IRS can be daunting. For many individuals, especially those who are dealing with an injured spouse situation, understanding how to check the status of Tax Form 8379 is crucial. This form, designed for injured spouses, allows individuals to claim their share of a tax refund that might otherwise be applied to their partner’s outstanding debts. In this article, we’ll explore the process of checking your Tax Form 8379 status, provide helpful tips, and offer insights into financial relief through tax assistance strategies.

Table of Contents

What is Tax Form 8379?

The Tax Form 8379, also known as the “Injured Spouse Allocation,” is a form you file with your tax return if you are married and filing jointly, but your tax refund could be offset by your spouse’s debts, such as student loans or child support. By filing this form, you can ensure that your portion of the tax refund is protected and allocated to you. Here are some key points about the form:

Eligibility: You must meet specific criteria to qualify as an injured spouse.
Purpose: It allows for the allocation of the tax refund between spouses.
IRS Processing: The form can complicate the tax filing process, requiring additional time for the IRS to process.

Steps to Check Your Tax Form 8379 Status

Now that you understand what Tax Form 8379 is, let’s delve into how you can check the status of your submission. Following these steps will help you stay informed about your tax refund and alleviate any anxiety you may have about the process.

Step 1: Gather Your Information

Before you start the status check, make sure you have the following information at hand:

Your Social Security Number (SSN)
Your spouse’s Social Security Number
Your filing status (e.g., married filing jointly)
The exact amount of your expected tax refund

Step 2: Visit the IRS Website

The IRS provides a simple way to check your Tax Form 8379 status online. Here’s how to do it:

Go to the IRS Refund Status page.
Click on the “Check My Refund Status” link.
Enter the required information (SSNs, filing status, and refund amount).
Submit the form to view your status.

Step 3: Use the IRS2Go Mobile App

If you prefer using your mobile device, the IRS2Go app is a convenient alternative. Here’s how to use it:

Download the IRS2Go app from the App Store or Google Play.
Open the app and select “Refund Status.”
Input your information as prompted.
View your Tax Form 8379 status directly from your device.

Step 4: Call the IRS

If online methods do not yield the results you need, you can call the IRS directly for assistance. Follow these steps:

Contact the IRS at 1-800-829-1040.
Be prepared for potential wait times while on hold.
Have your information ready to provide to the IRS representative.

Step 5: Wait for Processing

After filing Tax Form 8379, it’s essential to understand that processing times can vary significantly. The IRS typically takes:

Up to 14 weeks for processing if filed with a tax return.
Longer during peak tax season or if there are discrepancies in your submission.

It’s crucial to remain patient during this time. You can check back regularly to see if your status has changed.

Troubleshooting Tips When Checking Your Status

Sometimes checking your Tax Form 8379 status can lead to complications or confusion. Here are some troubleshooting tips to help you navigate common issues:

Issue 1: Unable to Access the IRS Website

If you are having trouble accessing the IRS website:

Ensure you have a stable internet connection.
Try using a different browser or device.
Check if the IRS website is down for maintenance.

Issue 2: Incorrect Refund Amount

If the refund amount you enter does not match what you expect:

Double-check your tax return for accuracy.
Ensure you are entering the amount as it appears on your tax return.

Issue 3: Long Wait Times on the Phone

If you choose to call the IRS and experience long wait times:

Call early in the morning or later in the week to avoid peak call times.
Be prepared with all relevant information to expedite your call.

Understanding Your Refund and Financial Relief Options

Once you check the status of your Tax Form 8379, understanding the implications of your tax refund is essential. The refund can provide significant financial relief, especially if you are managing debts or unexpected expenses. Here are some strategies to consider:

Explore Tax Assistance Programs

Several programs can help you navigate tax filing and financial assistance, including:

Volunteer Income Tax Assistance (VITA): Offers free tax help to individuals who qualify.
Tax Counseling for the Elderly (TCE): Provides free tax help to individuals aged 60 and older.
Low Income Taxpayer Clinics (LITCs): Assist low-income taxpayers with tax issues.

Develop a Tax Strategy

Having a solid tax strategy can ease the burden of tax season and ensure you maximize your refund. Consider:

Reviewing your withholding amount to avoid large tax bills in the future.
Consulting a tax professional for personalized advice.
Staying informed about tax law changes that may affect your filing.

Conclusion

Checking the status of your Tax Form 8379 is a vital part of managing your taxes and ensuring you receive any financial relief owed to you. By following the steps outlined above, you can easily track your status and address any potential issues that may arise. Remember, patience is essential during this process, as the IRS can take time to process your forms, especially during peak periods.

If you need further assistance or want to explore more about tax strategies, consider reaching out to a tax professional or visiting the IRS website for more resources. Taking proactive steps in managing your tax filing can lead to significant financial benefits and peace of mind.

This article is in the category Taxation and created by AuditAndFinance Team