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View Full Version : 2009 Tax point - getting married - default loan


stevetcg
Jan 12, 2009, 09:58 AM
My fiancée does not get her tax return because it is taken for her defaulted student loans. We will get married in July and would file married next year.

I make the vast majority of our household income (95%+). Can they take our joint return and can I prevent it? Would I be best off adjusting our withholdings to account for being married, the additional credits we will take and any other factors (we're buying a house next month and will be able to deduct prop. Tax and mortgage interest also) so our return nears 0 to minimize the amount the government can take on their terms?

Sorry for the long sentence... basically - I know it needs to be paid back, but I would rather pay it back my way instead of theirs.

And as an aside - anyone have any idea how I get the necessary information about paying it back, such as amount due and who to send payments to?

MukatA
Jan 12, 2009, 11:26 PM
This is about 2009 taxes. Too early to give reply. Meanwhile you may read this: Your U.S. Tax Return: Filing Status for Married (http://taxipay.blogspot.com/2008/02/filing-status-for-married.html)

AtlantaTaxExpert
Jan 14, 2009, 11:55 AM
You file Form 8379 as the "Injured Spouse" which will allow you to keep your portion of the refund.