Innocent Spouse Relief Guidance
In some situations, one spouse may be held responsible for tax connected to a jointly filed return even though the underlying issue was caused by the other spouse or former spouse. Innocent spouse relief and related relief provisions are designed for specific circumstances and require careful review of the facts.
What We Help With
- Review IRS or state notices involving joint tax liabilities.
- Analyze the tax years, balances, and facts behind the liability.
- Assist with gathering documentation and preparing relief requests when appropriate.
- Explain the differences among innocent spouse relief, separation of liability, and equitable relief at a general level.
- Coordinate with legal counsel when divorce, separation, or litigation issues are involved.
- Help clients understand deadlines and agency correspondence.
Next Step
If you believe you are being held responsible for a tax issue caused by a spouse or former spouse, contact us to discuss your situation.
