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Travis Texas Form 8379: What You Should Know
In the event that the other spouse is ineligible for the exemption, the remaining overpayment will be applied to that spouse's unpaid student loan, Medicare, or medical costs (if it exceeds 9.5%) or other non-borrower health care costs in excess of 25% of that spouse's modified adjusted gross income for the calendar year. Note that all qualified medical expenses are subject to the general income limitations for the calendar year. You can find the actual medical expenses that can be claimed on the IRS website : All medical expenses (for the entire calendar year) — see . This amount is adjusted to take into account any medical expenses paid outside the United States and any additional qualified medical expenses. All the other overpayment information (but not the balance due on the account) can be found on Internal Revenue Service Tax Forms. It is important to note that filing forms 8379 and 8857 can only be accomplished during the tax-year for which those forms were filed and if you are filing a joint return, you are only allowed to use a combination of the forms if both you and your spouse (or both you and your spouse and your dependent children) are either the injured spouse, or innocent spouse. If a joint return is being filed, you can still use either form 8379 or 8857 to request a refund of the amount on which the overpayment is applied. To file this form, follow the instructions below. Both you and your spouse or each spouse must complete this page. Instructions : (For each Form 8379) — (For each form 8857) — 1. Fill the relevant fields based on the information in column (a) of the table below. 2. The Form 8379 (or form 8857 if a joint return to be filed) must be received by December 31 of the year following the year in which you file this form. It is important to note that filing forms 8379 and 8857 can only be utilized (i.e.the Form 8379 can be a sole substitute for a Form 8857, or vice versa). If a joint return is being filed, you can still use either form 8379 or 8857 to request a refund of the amount on which the overpayment is applied. 1.
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