Innocent Spouse Relief Assistance at Gator Tax Guy
I assist clients seeking Innocent Spouse Relief, a provision offered by the IRS to protect taxpayers who were unaware of errors or fraudulent activity committed by a spouse (or former spouse) on a jointly filed tax return. This relief is especially important in situations where one spouse finds themselves facing tax liabilities caused by their spouse’s actions or omissions without their knowledge.
There are three types of Innocent Spouse Relief available:
- Classic Innocent Spouse Relief: This applies when one spouse was unaware of an understatement of tax on a joint return and can establish that they did not know, and had no reason to know, of the understatement when the return was filed. The innocent spouse must also demonstrate that it would be unfair to hold them liable for the error.
- Separation of Liability Relief: With this relief, the IRS divides the tax liability between the two spouses based on their individual contributions to the errors or omissions on the return. The innocent spouse is only responsible for their share, freeing them from liability for the other spouse’s portion.
- Equitable Relief: This type of relief may be granted when neither classic innocent spouse relief nor separation of liability applies. It is considered at the discretion of the IRS and takes into account factors such as abuse, financial control exerted by the other spouse, health issues, or other relevant circumstances.
I assist clients in determining their eligibility for Innocent Spouse Relief and guide them through the application and documentation process. I work closely with you to gather the necessary records, assess your unique circumstances, and advocate on your behalf to obtain the most favorable outcome possible.
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