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Generating Form 8379 Injured Spouse Allocation in Lacerte

SOLVEDby IntuitLacerte Tax8Updated April 14, 2022

This article will help you generate Form 8379 for an Form 1040 return.

  1. Go to Screen 71, Injured Spouse Allocation (8379). (Note- Entries must be made in all the following fields)
  2. Enter a 1 or 2 in Injured spouse: 1 = taxpayer, 2 = spouse (MANDATORY)
  3. Enter a 1 or 2 in Filed married filing jointly: 1 = yes, 2 = no"
  4. Check the box IRS did or will use joint refund to pay past due debts (required) Note:  Failure to check this box will generate diagnostic #12710:  Form 8379 can only be used by taxpayers who will have (or have already had) a joint refund used to offset a legally enforceable past-due debt.  If applicable, an entry is required in "IRS did or will use joint refund to pay past due debts" (Screen 71, code 75)
  5. Check the box Taxpayer not legally obligated to pay past due debt of spouse (required)

Note: When any of these required fields are missing, critical diagnostics are generated, such as ref. #4283 "e-file: Form 8379: Wages allocated to the Injured Spouse and Other Spouse must equal the wages shown on the Joint Return."

Part 1 Lines 6-8 Note: If the checkbox marriage recognized under the laws of the community property state is checked, these are not completed.

Part 1 Lines 7-9 Note: If line 6 is checked yes, these are not completed.

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