TAS Obtains Refund for an “Injured Spouse”

October 21, 2015

Every year, the Taxpayer Advocate Service (TAS) helps thousands of people with tax problems. All personal details are removed to protect the privacy of the taxpayer.

The IRS took a taxpayer’s entire refund to offset a debt owed by her husband. The taxpayer didn’t try to recover the money through an “injured spouse” claim until two years later, and by then she’d been assessed additional tax for unreported income. The IRS refused to return the injured spouse’s full share of the overpayment because of the tax increase.

A Low Income Taxpayer Clinic attorney contacted TAS for help in getting the injured spouse claim processed. The TAS case advocate argued the IRS acted incorrectly in taking the injured spouse’s share of the refund to pay debt for which she was not liable. After several attempts, TAS successfully negotiated the full allowance of the claim. The attorney recognized the case advocate’s “amazing work.”

Learn more about injured spouse.

When working with the Taxpayer Advocate Service, each individual or business taxpayer is assigned to an advocate who listens to the problem and helps the taxpayer understand what needs to be done to fix it. TAS advocates will do everything they can to get the problems resolved and will stay with the taxpayers every step of the way. Occasionally we feature stories of taxpayers and advocates who worked together to resolve complex tax issues. Read more TAS success stories.