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Pennsylvania Free Printable Injured Spouse Claim and Allocation (PA-8379) for 2024 Pennsylvania Injured Spouse Claim and Allocation

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Injured Spouse Claim and Allocation
Injured Spouse Claim and Allocation (PA-8379)

PA-8379 PA-8379 (EO) 02-17 INJURED SPOUSE CLAIM AND ALLOCATION PA Department of Revenue Are You an Injured Spouse? You may be an injured spouse if you file a joint return showing an overpayment of tax and all or part of the overpayment attributable to tax payments that you made was, or is expected, to be applied (offset) against your spouse’s past-due Pennsylvania personal income tax, child/spousal support liability(ies), court-ordered obligations, or federal income tax debt. Complete Form PA-8379, if all three of the following apply and you want your share of the overpayment shown on the joint return refunded to you. 1. You are not liable for the past-due amounts; 2. You reported income such as wages, taxable interest, etc. on the joint return; and 3. You made and reported payments such as Pennsylvania income tax withheld from your wages or estimated tax payments, OR you claimed the TAX BACK/Tax Forgiveness credit on the joint return. Do not use this form if you are requesting PA Innocent Spouse Relief. Instead, file Form PA-8857, Request for Relief from Joint Liability. How Do You File Form PA-8379? Mail Form PA-8379 by itself to the department’s Taxpayers’ Rights Advocate’s Office, Lobby, Strawberry Square, Harrisburg, PA 17128. Be sure to include copies of all W-2 forms of both spouses and any Forms 1099-R showing income tax withheld. The processing of your claim may be delayed if you do not include these copies. Please allow at least 8 weeks for the department to process your claim. PART I. Information About the Joint Tax Return for Which This Claim Is Filed 1 Enter the following information exactly as it is shown on the tax return for which you are filing this claim. The spouse’s name and Social Security Number shown first on that tax return must also be shown first below. START Social Security Number shown first First name, initial, and last name shown second on the return Social Security Number shown second If injured Spouse, check here ➜ 2 Enter the tax year for which you are filing this claim (for example, 1999)4 Current home address City 4 4 If you are filing Form PA-8379 with your tax return, skip to Line 5. 3 If injured Spouse, check here First name, initial, and last name shown first on the return YYYY State 4 Is the address on your joint return different from the address shown above? . . . . 5 Check this box only if you are divorced or separated from the spouse with whom you filed the joint return and you want your refund issued in your name only . . . . ZIP code Yes No Go to Part II on the reverse side. Reset Entire Form NEXT PAGE PRINT FORM PA-8379 (EO) 02-17 Page 2 Allocation Between Spouses of Items on Joint Tax Return PART II. (a) Amount shown on joint return Allocated Items 7 Income. Enter the separate income that each spouse earned. Allocate joint income, such as interest earned on a joint bank account, as you determine. But be sure to allocate all income shown on the joint return. (b) Allocated to injured spouse (c) Allocated to other spouse SSN: SSN: a Wages . . . . . . . . . . . . . . . . . . . . . . b All other income. Identify the type and amount.4 8 9 Allowable deductions. Enter each spouse’s separate deductions, such as employee business expenses. Allocate other deductions as you determine . . Credits. Allocate any SP Tax Forgiveness credit to the spouse who was allocated the dependent’s exemption. Allocate business credits based on each spouse’s interest in the business. Allocate any other credits as you determine. . . . . . . . . . . . . . . . . . . . . . . 10 Pennsylvania income tax withheld. Enter Pennsylvania income tax withheld from each spouse’s income as shown on Forms W-2 and 1099-R. Be sure to attach copies of these forms to your tax return, or to Form PA-8379 if you are filing it by itself. . . . . . . . . . . . . . . . . . . . . . . 11 Payments. Allocate joint estimated tax payments as you determine. . . . . Note: The department will figure the amount of any refund due the injured spouse. Signature PART III. Under penalties of perjury, I declare that I have examined this form and any accompanying schedules or statements, and to the best of my knowledge and belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Keep a copy of this form for your records. Paid Preparer’s Use Only 4 Injured spouse’s signature Preparer’s signature Date MM/DD/YYYY 4 PLEASE SIGN AFTER PRINTING Date MM/DD/YYYY Check if self-employed Preparer’s SSN or PTIN EIN Firm’s name (or yours if self-employed) and address Reset Entire Form Phone number (Daytime) PLEASE SIGN AFTER PRINTING ZIP code PREVIOUS PAGE PRINT FORM
Extracted from PDF file 2023-pennsylvania-form-pa-8379.pdf, last modified March 2017

More about the Pennsylvania Form PA-8379 Individual Income Tax TY 2023

We last updated the Injured Spouse Claim and Allocation in February 2024, so this is the latest version of Form PA-8379, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form PA-8379 directly from TaxFormFinder. You can print other Pennsylvania tax forms here.

Other Pennsylvania Individual Income Tax Forms:

TaxFormFinder has an additional 174 Pennsylvania income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form PA-40 Pennsylvania Income Tax Return
Form 40 Instruction Booklet Income Tax Return Instruction Booklet (PA-40)
Form PA-40 SP PA Schedule SP - Special Tax Forgiveness
Form PA-40 A PA Schedule A - Interest Income
Form PA-40 PA-V PA-40 Payment Voucher

Download all PA tax forms View all 175 Pennsylvania Income Tax Forms

Form Sources:

Pennsylvania usually releases forms for the current tax year between January and April. We last updated Pennsylvania Form PA-8379 from the Department of Revenue in February 2024.

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About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Pennsylvania Form PA-8379

We have a total of three past-year versions of Form PA-8379 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:

2023 Form PA-8379

Injured Spouse Claim and Allocation (PA-8379)

2022 Form PA-8379

Injured Spouse Claim and Allocation (PA-8379)

2021 Form PA-8379

Injured Spouse Claim and Allocation (PA-8379)

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