Innocent Spouse Relief

Innocent spouse relief is a provision that allows a taxpayer to avoid liability for tax understatements or errors made by their spouse (or former spouse) on a joint tax return. Typically, both spouses are held jointly responsible for any taxes, penalties, or interest due on a jointly filed return. However, if one spouse can prove that they were unaware of the mistakes or underreporting caused by the other, and it would be unfair to hold them accountable, they may qualify for innocent spouse relief. To request this relief, the taxpayer must file Form 8857 with the IRS and meet specific conditions, such as showing they had no knowledge of the tax error when the return was signed. Innocent spouse relief can be a vital lifeline for individuals unfairly burdened with tax debt due to their partner’s actions.

As a network of tax professionals, we are well-versed in handling cases of innocent spouse relief and are here to guide you through the process. We start by carefully reviewing your tax situation and assessing whether you meet the IRS criteria for innocent spouse relief. This includes examining the joint tax return in question and gathering evidence to demonstrate that you were unaware of the tax errors or underreporting caused by your spouse or former spouse. We’ll help you prepare and file Form 8857, ensuring that your request is thorough and clearly presents the facts needed to strengthen your case.

Throughout the process, we will communicate directly with the IRS on your behalf, handling any requests for additional information or questions they may have. If your initial request is denied, we can assist in appealing the decision and representing you throughout any necessary hearings. The goal is to alleviate your tax burden by proving your eligibility for innocent spouse relief, allowing you to move forward without being held responsible for debts that were not your fault. With expertise and personalized approach, we will ensure that your rights are protected and that your case is handled with the utmost care.