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SSI And IRS (Government & Administrative Law)

Mon, 25 Feb 2008 11:53:00 GMT

Hi, I am new here. I am so depress and I am a struggling widowed mother. My husband passed away mid last year. Me and my son were and are receiving SSI benefit for survivor spouse/child. I filed my Income Tax first week of this month thru H & R. Married filing joint and they put deceased right next to his name then, H & R filed Injured Spouse reflecting the income filed was all mine and not his. I used to work part-time and quit 2 weeks ago. Today, I received a letter from IRS saying that the refund that I was claiming went all to my deceased husband's past obligation that he owed...Year that we were not married yet so I have nothing to do with his past Tax obligation evidently. Now, my concern is that, will IRS take the SSI benefit that we are receiving from Soc Security? I am very worried about it because that is the only income I am receiving enough to pay our bills. My husband did not leave anything at all for me and my child. No insurance, no vehicle, no house...as in zero!

Please enlighten me.

Thank you very much.

God Bless

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  • Wed, 27 Feb 2008 10:36:00 GMT(1)
  • I believe that H&R guarantees that if you have an issue with a return that they have prepared, they will help you sort it out.

    Take the notice and your return back to H&R. If the IRS is taking your refund for your husband's tax obligation incurred before you were even married, something has gone wrong.

    Typically, the IRS can levy up to 15% of Social Security benefits, but the spouse who does not owe the tax is usually exempt.
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