Innocent Spouse Relief
What is Innocent Spouse Relief
According to the IRS, if a joint tax return is signed by each party and filed, both parties are 100% responsible for any taxes owed. In certain circumstances (separation, divorce, current spouse filed a false return, etc.), a petition to remove the other spouse from the tax liability is acceptable.
How to qualify for Innocent Spouse Relief
Several factors are considered when the IRS is conducting an evaluation. According to the IRS.gov, when seeking innocent spouse relief, the taxpayer filing a joint tax return must meet ALL the following conditions:
- You filed a joint return that has an understatement of tax (deficiency) that's solely attributable to your spouse's erroneous item. An erroneous item includes income received by your spouse but omitted from the joint return. Deductions, credits, and property basis are also erroneous items if they're incorrectly reported on the joint return
- You establish that at the time you signed the joint return you didn't know, and had no reason to know, that there was an understatement of tax and
- Taking into account all the facts and circumstances, it would be unfair to hold you liable for the understatement of tax
Why choose Tax Champions?
You will never have to talk to the IRS.
We will negotiate directly with them on your behalf.
We can help you get settled with the IRS
and you can put your payroll tax problems behind you.
We know what to say and how to say it.
Having an experienced professional negotiate for you can have a huge effect on your settlement outcome.
We can help you get current with your paperwork
by helping you complete your unfilled tax returns.
We understand the new tax programs
that favor those who owe more than $10,000.
We can help you protect your business,
your shareholders and your personal assets.
Walter Wotman, CPA
Founder & Managing Partner
Walter Wotman, CPA is the author of "Tax Champions Guide to Tax Resolution." Amazon #1 Best Seller in the Personal Finance category. He is one of America's most experienced tax negotiators with over 35 years of experience helping thousands of clients settle difficult back tax issues.