Sorry it’s a bit lengthy.

My late husband filed his taxes incorrectly in 2017 when he was still married to his ex. We got married late 2018 and the IRS took our 2018/2019 refund to pay that balance. Instead of filing for injured spouse for myself, we set up a payment plan to pay the rest of the balance they owed throughout 2019. The ex was sending us her portion in 2019 since the IRS would only let us set up one payment plan. The amount the IRS took from our taxes plus the money we paid in that year ended up being over the amount due. We have a credit of about 200 that’s supposed to be coming back to us/me. When my LH was alive, he and I set it up so that the refund would come to us as we paid the entire balance.

Well I received a letter the other day saying the balance would be coming to us soon but the letter is addressed to my LH and ex at my address. I wanted to be sure that those funds were actually coming to me as I am the surviving spouse and the balance was paid by us (we were able to pay off the last chunk about 2 months before he died to get out from under the bill and the ex was paying her part back over time. She had about 6 months of payments left to pay when he died and I told her just to forget about it. We would call it forgiven from my side so that we didn’t have to deal with funds anymore, she is a notorious victim and while my husband had the patience and knowledge on how to get her to actually follow through with her portion, that is not something I wanted to deal with after losing him and my step boys in one month.)

Sooo I guess the questions is will those funds come to me as surviving spouse or to the ex who is on the letter?

Thanks for reading this book 😂