Category: Innocent Spouse Relief

3 Things to Know Before You Request Innocent Spouse Relief

Innocent Spouse Relief

You may be able to eliminate some or all of your marital tax debt by requesting innocent spouse relief.  If you think you may qualify, contact a tax attorney right away to discuss your case. Key Insights We Will Discuss:  You have a limited time to request relief  You may request relief from understated and… Read more »

What to Do If Your Spouse Has Requested Innocent Spouse Relief

What happens if my spouse files for Innocent Spouse Relief? When the IRS grants innocent spouse relief to one spouse, it effectively shifts all the responsibility onto the other spouse. Instead of being able to go after either or both spouses for the amounts from a joint return, the IRS will only be able to… Read more »

How to File for Innocent Spouse Relief

How to file for innocent spouse relief

Steps to File For Innocent Spouse Relief The IRS requires taxpayers to follow two steps to apply for innocent spouse relief: Submit a completed Form 8857, Request of Innocent Spouse Relief Attach a statement explaining why you qualify for relief However, meeting these requirements is anything but simple. Form 8857 is long and requires detailed… Read more »

The Three Types of Innocent Spouse Relief

The Three Types of Innocent Spouse Relief

Typically, taxpayers who file joint returns are both responsible for the entire tax, interest, and penalties associated with that return. Innocent spouse relief can provide one spouse with an exception to the general rule of joint and several liability. For example, say your spouse earned all the income and claimed all the deductions and credits… Read more »

What Is The Innocent Spouse Rule’s Equity Requirement?

equitable relief doctrine

Definition of Innocent Spouse Rule’s Equity Requirement In previous blogs we have covered innocent spouse relief and its three objective requirements for approval (understatement of liability, no actual knowledge, and less than two years from the first collection activity).  But if the IRS really wanted to split hairs and deny innocent spouse claims, they could… Read more »

What Are The Elements Of The Innocent Spouse Rule?

How to Get Out of a Joint Tax Debt Using Innocent Spouse If the IRS had a motto, it would definitely be show me the money. The Service will collect every dollar of tax revenue that it can using any means at its disposal. However, there are always exceptions, and the elements of the innocent… Read more »

What If I Don’t Meet The Innocent Spouse Test?

Alternatives to Innocent Spouse for relief from joint tax debt Anyone who has ever seen a Cops rerun knows that, in criminal court, defendants are innocent until proven guilty. But in tax court, taxpayers are essentially owe what the IRS says they owe until they prove their innocence. Establishing this innocence is not easy. Even… Read more »

My Spouse Screwed Me Over….Now What?

  Making a Case for IRS Innocent Spouse Relief We have tried to drill it in hard that when you sign a return, you are responsible for everything that is on that return, regardless of who prepared it.  So it should come as no shock that the same applies for a joint return with your… Read more »

IRS Innocent Spouse Relief: Three Different Variations

A Quick Discussion on the 3 IRS Innocent Spouse Relief Programs In this post, we will describe each type of relief to available to a married taxpayer who filed a joint tax return with their spouse, all commonly referred to as IRS Innocent Spouse.   Both taxpayers are jointly and severally liable for the tax and… Read more »